HUSV vs SCHD

AHUSV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HUSV $13,559

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.8%HUSV · worst fall in 1Y

Held in common7.1%HUSV and SCHD

HUSV

SCHD

First Trust Horizon Managed Volatility Domestic ETF · $58MSchwab U.S. Dividend Equity ETF · $120B

+12.2%3 years · per year$14,109 · $17,414+20.3%

+6.3%5 years · per year$13,559 · $16,375+10.4%

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

1.39%12-mo yield$139 · $298 on $10k2.98%

−6.8%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHUSV · SCHD

1.2%KO4.2%

1.2%PG4.4%

0.8%PEP3.9%

0.6%CVX3.9%

Held in common7.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.39%	−1.6%	+10.0%	+11.8%	+12.2%	+6.3%	−6.8%	$58M

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%	$120.5B
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.39%	−1.6%	+10.0%	+11.8%	+12.2%	+6.3%	−6.8%	$58M

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

HUSV vs SCHD

HUSV

First Trust Horizon Managed Volatility Domestic

$13,559

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureHUSVSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield1.39%2.98%

5 years, per year+6.3%+10.4%

3 years, per year+12.2%+20.3%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y10.2%11.7%

4–2measures won
SCHD first

7.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HUSV, SCHD

Today

7.1%most shared, HUSV and SCHD

HUSVSCHD

HUSV—7.1%

SCHD7.1%—

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

HUSV$139 − $70 = $69

KeptFee

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