HDMV vs SCHD

AHDMV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VXUS $14,758

Lowest cost0.05%VXUS · $5 on $10k

Most income4.54%HDMV · $454 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 · $120B

+17.5%3 years · per year$16,217 · $17,123+19.6%

+7.9%5 years · per year$14,594 · $16,459+10.5%

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

4.54%12-mo yield$454 · $296 on $10k2.96%

−8.8%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDMV · SCHD

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk	0.80%	4.54%	+1.8%	+13.4%	+16.6%	+17.5%	+7.9%	−8.8%	$15M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk	0.80%	4.54%	+1.8%	+13.4%	+16.6%	+17.5%	+7.9%	−8.8%	$15M

End-of-day Nov 9, 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

$14,594

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHDMVSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield4.54%2.96%

5 years, per year+7.9%+10.5%

3 years, per year+17.5%+19.6%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y12.5%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HDMV, SCHD, VXUS

Today

7.8%most shared, HDMV and VXUS

HDMVSCHDVXUS

HDMV—0.0%7.8%

SCHD0.0%—0.0%

VXUS7.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$374most kept, HDMV

HDMV$454 − $80 = $374

SCHD$296 − $6 = $290

VXUS$239 − $5 = $234

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee