HSMV vs SCHD

AHSMV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · HSMV $12,311

Lowest cost0.06%SCHD · $6 on $10k

Most income4.42%HSMV · $442 on $10k

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

Held in common1.3%HSMV and SCHD

HSMV

SCHD

First Trust Horizon Managed Volatility Small/Mid ETF · $6MSchwab U.S. Dividend Equity ETF · $123B

+12.0%3 years · per year$14,034 · $17,908+21.4%

+4.2%5 years · per year$12,311 · $16,881+11.0%

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

4.42%12-mo yield$442 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHSMV · SCHD

1.1%AFG0.2%

0.3%ORI0.2%

1.0%ALV0.2%

0.1%FNF0.3%

Held in common1.3%

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	AHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.42%	0.0%	+7.0%	+9.3%	+12.0%	+4.2%	−9.0%	$6M

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	AHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.42%	0.0%	+7.0%	+9.3%	+12.0%	+4.2%	−9.0%	$6M

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

HSMV vs SCHD

HSMV

First Trust Horizon Managed Volatility Small/Mid

$12,311

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureHSMVSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield4.42%2.91%

5 years, per year+4.2%+11.0%

3 years, per year+12.0%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y10.6%11.5%

4–2measures won
SCHD first

1.3%

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: HSMV, SCHD

Today

1.3%most shared, HSMV and SCHD

HSMVSCHD

HSMV—1.3%

SCHD1.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$362most kept, HSMV

HSMV$442 − $80 = $362

SCHD$291 − $6 = $285

KeptFee

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