FXG vs SCHD

AFXG

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FXG $12,250

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 common9.1%FXG and SCHD

FXG

SCHD

First Trust Consumer Staples AlphaDEX Fund · $215MSchwab U.S. Dividend Equity ETF · $123B

+5.3%3 years · per year$11,672 · $17,908+21.4%

+4.1%5 years · per year$12,250 · $16,881+11.0%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

1.98%12-mo yield$198 · $291 on $10k2.91%

−16.0%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · SCHD

2.6%KO4.2%

1.7%PG4.3%

1.7%PEP3.8%

0.9%MO3.0%

Held in common9.1%

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%	$122.9B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$215M

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%	$122.9B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$215M

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

FXG vs SCHD

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,250

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFXGSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield1.98%2.91%

5 years, per year+4.1%+11.0%

3 years, per year+5.3%+21.4%

Worst drop · 1Y−16.0%−6.9%

Volatility · 1Y15.1%11.5%

6–0measures won
SCHD first

9.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXG, SCHD

Today

9.1%most shared, FXG and SCHD

FXGSCHD

FXG—9.1%

SCHD9.1%—

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

FXG$198 − $63 = $135

KeptFee

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