FXD vs SCHD

AFXD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.8%FXD and SCHD

FXD

SCHD

First Trust Consumer Discretionary AlphaDEX Fund · $267MSchwab U.S. Dividend Equity ETF · $120B

+14.6%3 years · per year$15,070 · $17,123+19.6%

+3.7%5 years · per year$11,984 · $16,459+10.5%

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

0.66%12-mo yield$66 · $296 on $10k2.96%

−13.9%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXD · SCHD

0.8%TGT1.7%

0.6%DRI0.6%

0.9%BBY0.5%

0.3%HD4.3%

Held in common2.8%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk	0.60%	0.66%	+2.8%	+6.2%	+13.0%	+14.6%	+3.7%	−13.9%	$267M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFXD	First Trust Consumer Discretionary AlphaDEX FundRead Desk	0.60%	0.66%	+2.8%	+6.2%	+13.0%	+14.6%	+3.7%	−13.9%	$267M

End-of-day Nov 9, 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

$11,984

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFXDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.66%2.96%

5 years, per year+3.7%+10.5%

3 years, per year+14.6%+19.6%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y21.1%11.8%

6–0measures won
SCHD first

2.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FXD, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FXDSCHDVIG

FXD—2.8%2.4%

SCHD2.8%—14.5%

VIG2.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FXD$66 − $60 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee