FDEV vs SCHD

AFDEV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,454SCHD · FDEV $14,630

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%FDEV and SCHD

FDEV

SCHD

Fidelity International Multifactor ETF · $284MSchwab U.S. Dividend Equity ETF · $120B

+18.7%3 years · per year$16,711 · $17,118+19.6%

+7.9%5 years · per year$14,630 · $16,454+10.5%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

3.23%12-mo yield$323 · $296 on $10k2.96%

−8.5%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDEV · 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%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFDEV	Fidelity International Multifactor ETFRead Desk	0.18%	3.23%	+2.2%	+11.6%	+18.3%	+18.7%	+7.9%	−8.5%	$284M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFDEV	Fidelity International Multifactor ETFRead Desk	0.18%	3.23%	+2.2%	+11.6%	+18.3%	+18.7%	+7.9%	−8.5%	$284M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

FDEV vs SCHD

FDEV

Fidelity International Multifactor

$14,630

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureFDEVSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield3.23%2.96%

5 years, per year+7.9%+10.5%

3 years, per year+18.7%+19.6%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y12.7%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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPI, FDEV, SCHD

Today

8.2%most shared, JEPI and SCHD

JEPIFDEVSCHD

JEPI—0.0%8.2%

FDEV0.0%—0.0%

SCHD8.2%0.0%—

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

FDEV$323 − $18 = $305

SCHD$296 − $6 = $290

KeptFee

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