FXU vs SCHD

AFXU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.1%FXU and SCHD

FXU

SCHD

First Trust Utilities AlphaDEX Fund · $769MSchwab U.S. Dividend Equity ETF · $123B

+22.1%3 years · per year$18,195 · $17,414+20.3%

+12.0%5 years · per year$17,625 · $16,375+10.4%

0.61%Expense ratio$61 · $6 on $10k · lower wins0.06%

2.32%12-mo yield$232 · $298 on $10k2.98%

−14.0%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · SCHD

2.7%CWEN0.1%

Held in common0.1%

End-of-day Nov 5, 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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$769M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

FXU vs SCHD

FXU

First Trust Utilities AlphaDEX Fund

$17,625

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFXUSCHD

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.32%2.98%

5 years, per year+12.0%+10.4%

3 years, per year+22.1%+20.3%

Worst drop · 1Y−14.0%−6.9%

Volatility · 1Y14.3%11.7%

4–2measures won
SCHD first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FXU, SCHD

Today

0.1%most shared, FXU and SCHD

FXUSCHD

FXU—0.1%

SCHD0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FXU$232 − $61 = $171

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee