KNGZ vs SCHD

AKNGZ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · KNGZ $16,637

Lowest cost0.03%VOO · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common33.1%KNGZ and SCHD

KNGZ

SCHD

First Trust S&P 500 Diversified Dividend Aristocrats ETF · $70MSchwab U.S. Dividend Equity ETF · $121B

+22.3%3 years · per year$18,314 · $17,784+21.2%

+10.7%5 years · per year$16,637 · $16,352+10.3%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

2.45%12-mo yield$245 · $297 on $10k2.97%

−9.4%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKNGZ · SCHD

4.1%TXN4.6%

4.2%ACN3.8%

3.6%QCOM3.7%

3.4%VZ3.5%

Held in common33.1%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AKNGZ	First Trust S&P 500 Diversified Dividend Aristocrats ETFRead Desk	0.50%	2.45%	−0.2%	+23.5%	+26.1%	+22.3%	+10.7%	−9.4%	$70M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AKNGZ	First Trust S&P 500 Diversified Dividend Aristocrats ETFRead Desk	0.50%	2.45%	−0.2%	+23.5%	+26.1%	+22.3%	+10.7%	−9.4%	$70M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

KNGZ vs SCHD

KNGZ

First Trust S&P 500 Diversified Dividend Aristocrats

$16,637

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureKNGZSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield2.45%2.97%

5 years, per year+10.7%+10.3%

3 years, per year+22.3%+21.2%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y13.7%11.4%

4–2measures won
SCHD first

33.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: KNGZ, SCHD, VOO

Today

33.1%most shared, KNGZ and SCHD

KNGZSCHDVOO

KNGZ—33.1%15.0%

SCHD33.1%—7.6%

VOO15.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

KNGZ$245 − $50 = $195

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee