HDMV vs SCHD

AHDMV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HDMV $14,558

Lowest cost0.06%SCHD · $6 on $10k

Most income4.57%HDMV · $457 on $10k

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

Held in common0.0%HDMV and SCHD

HDMV

SCHD

First Trust Horizon Managed Volatility Developed International ETF · $15MSchwab U.S. Dividend Equity ETF · $123B

+17.9%3 years · per year$16,400 · $17,414+20.3%

+7.8%5 years · per year$14,558 · $16,375+10.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

4.57%12-mo yield$457 · $298 on $10k2.98%

−8.8%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDMV · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.57%	−1.0%	+12.6%	+16.5%	+17.9%	+7.8%	−8.8%	$15M

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	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
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.57%	−1.0%	+12.6%	+16.5%	+17.9%	+7.8%	−8.8%	$15M

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

HDMV vs SCHD

HDMV

First Trust Horizon Managed Volatility Developed International

$14,558

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHDMVSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield4.57%2.98%

5 years, per year+7.8%+10.4%

3 years, per year+17.9%+20.3%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y12.3%11.7%

5–1measures won
SCHD first

0.0%

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: HDMV, SCHD

Today

0.0%most shared, HDMV and SCHD

HDMVSCHD

HDMV—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$377most kept, HDMV

HDMV$457 − $80 = $377

SCHD$298 − $6 = $292

KeptFee

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