FXD vs SCHD

AFXD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FXD $12,492

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.7%FXD and SCHD

FXD

SCHD

First Trust Consumer Discretionary AlphaDEX Fund · $270MSchwab U.S. Dividend Equity ETF · $121B

+16.5%3 years · per year$15,815 · $17,908+21.4%

+4.6%5 years · per year$12,492 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.65%12-mo yield$65 · $291 on $10k2.91%

−13.9%Worst dropSmaller wins−6.9%

20.9%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXD · SCHD

0.8%TGT1.7%

0.6%DRI0.6%

0.9%BBY0.4%

0.3%HD4.1%

Held in common2.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.65%	+5.5%	+7.5%	+12.3%	+16.5%	+4.6%	−13.9%	$270M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk		0.60%	0.65%	+5.5%	+7.5%	+12.3%	+16.5%	+4.6%	−13.9%	$270M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXD vs SCHD

FXD

First Trust Consumer Discretionary AlphaDEX Fund

$12,492

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFXDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.65%2.91%

5 years, per year+4.6%+11.0%

3 years, per year+16.5%+21.4%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y20.9%11.5%

6–0measures won
SCHD first

2.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXD, SCHD

Today

2.7%most shared, FXD and SCHD

FXDSCHD

FXD—2.7%

SCHD2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FXD$65 − $60 = $5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee