LEGR vs SCHD

ALEGR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,989LEGR · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common5.9%LEGR and SCHD

LEGR

SCHD

First Trust Indxx Innovative Transaction & Process ETF · $124MSchwab U.S. Dividend Equity ETF · $121B

+26.0%3 years · per year$19,985 · $17,908+21.4%

+11.2%5 years · per year$16,988 · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.81%12-mo yield$181 · $291 on $10k2.91%

−10.4%Worst dropSmaller wins−6.9%

15.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLEGR · SCHD

1.4%LMT3.1%

1.3%HD4.1%

1.3%ACN3.7%

1.1%F1.1%

Held in common5.9%

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	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.81%	+3.0%	+13.4%	+16.1%	+26.0%	+11.2%	−10.4%	$124M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.81%	+3.0%	+13.4%	+16.1%	+26.0%	+11.2%	−10.4%	$124M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

LEGR vs SCHD

LEGR

First Trust Indxx Innovative Transaction & Process

$16,989

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLEGRSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.81%2.91%

5 years, per year+11.2%+11.0%

3 years, per year+26.0%+21.4%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y15.2%11.5%

4–2measures won
SCHD first

5.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LEGR, SCHD

Today

5.9%most shared, LEGR and SCHD

LEGRSCHD

LEGR—5.9%

SCHD5.9%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LEGR$181 − $65 = $116

KeptFee

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