FWD vs SCHD

AFWD

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common3.8%FWD and SCHD

FWD

SCHD

Alliance Bernstein - AB Disruptors ETF · $3.1BSchwab U.S. Dividend Equity ETF · $120B

+29.9%3 years · per year$21,926 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.10%12-mo yield$10 · $300 on $10k3.00%

−27.3%Worst dropSmaller wins−6.9%

31.0%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFWD · SCHD

1.8%MRK3.8%

1.3%ABT4.0%

0.5%QCOM3.6%

0.6%BAH0.3%

Held in common3.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$3.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$3.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FWD vs SCHD

FWD

Alliance Bernstein - AB Disruptors

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFWDSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.10%3.00%

5 years, per year[…]+10.2%

3 years, per year+29.9%+20.0%

Worst drop · 1Y−27.3%−6.9%

Volatility · 1Y31.0%11.7%

4–1measures won
SCHD first

3.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FWD, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

FWDSCHDVYM

FWD—3.8%11.1%

SCHD3.8%—21.9%

VYM11.1%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee