LDSF vs SCHD

ALDSF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · LDSF $11,340

Lowest cost0.06%SCHD · $6 on $10k

Most income4.77%LDSF · $477 on $10k

Smallest drop−2.0%LDSF · worst fall in 1Y

Held in common0.0%LDSF and SCHD

LDSF

SCHD

First Trust Low Duration Strategic Focus ETF · $160MSchwab U.S. Dividend Equity ETF · $123B

+5.6%3 years · per year$11,762 · $17,908+21.4%

+2.5%5 years · per year$11,340 · $16,881+11.0%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

4.77%12-mo yield$477 · $291 on $10k2.91%

−2.0%Worst dropSmaller wins−6.9%

2.3%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLDSF · SCHD

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

Held in common0.0%

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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.3%	+1.1%	+2.0%	+5.6%	+2.5%	−2.0%	$160M

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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.3%	+1.1%	+2.0%	+5.6%	+2.5%	−2.0%	$160M

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

LDSF vs SCHD

LDSF

First Trust Low Duration Strategic Focus

$11,340

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLDSFSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield4.77%2.91%

5 years, per year+2.5%+11.0%

3 years, per year+5.6%+21.4%

Worst drop · 1Y−2.0%−6.9%

Volatility · 1Y2.3%11.5%

3–3measures won
level

0.0%

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: LDSF, SCHD

Today

0.0%most shared, LDSF and SCHD

LDSFSCHD

LDSF—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

SCHD$291 − $6 = $285

KeptFee

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