FYC vs SCHD

AFYC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FYC $16,062

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 common0.2%FYC and SCHD

FYC

SCHD

First Trust Small Cap Growth AlphaDEX Fund · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+31.2%3 years · per year$22,569 · $17,908+21.4%

+9.9%5 years · per year$16,062 · $16,881+11.0%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

0.11%12-mo yield$11 · $291 on $10k2.91%

−13.5%Worst dropSmaller wins−6.9%

21.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYC · SCHD

0.1%CWEN0.1%

0.3%CNS0.0%

0.6%AGM0.0%

Held in common0.2%

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+1.6%	+20.1%	+22.3%	+31.2%	+9.9%	−13.5%	$1.3B

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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk		0.70%	0.11%	+1.6%	+20.1%	+22.3%	+31.2%	+9.9%	−13.5%	$1.3B

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

FYC vs SCHD

FYC

First Trust Small Cap Growth AlphaDEX Fund

$16,062

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFYCSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield0.11%2.91%

5 years, per year+9.9%+11.0%

3 years, per year+31.2%+21.4%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y21.2%11.5%

5–1measures won
SCHD first

0.2%

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: FYC, SCHD

Today

0.2%most shared, FYC and SCHD

FYCSCHD

FYC—0.2%

SCHD0.2%—

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

FYC$11 − $70 = −$59

KeptFee

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