FXO vs SCHD

AFXO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FXO $15,956

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 common4.0%FXO and SCHD

FXO

SCHD

First Trust Financials AlphaDEX Fund · $1.1BSchwab U.S. Dividend Equity ETF · $123B

+25.5%3 years · per year$19,753 · $17,908+21.4%

+9.8%5 years · per year$15,956 · $16,881+11.0%

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

2.11%12-mo yield$211 · $291 on $10k2.91%

−11.7%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · SCHD

1.8%CINF0.7%

0.9%RF0.6%

1.6%TROW0.5%

0.7%BR0.5%

Held in common4.0%

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	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

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	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

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

FXO vs SCHD

FXO

First Trust Financials AlphaDEX Fund

$15,956

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFXOSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield2.11%2.91%

5 years, per year+9.8%+11.0%

3 years, per year+25.5%+21.4%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y14.9%11.5%

5–1measures won
SCHD first

4.0%

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: FXO, SCHD

Today

4.0%most shared, FXO and SCHD

FXOSCHD

FXO—4.0%

SCHD4.0%—

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

FXO$211 − $60 = $151

KeptFee

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