NFTY vs SCHD

ANFTY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · NFTY $12,680

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%NFTY and SCHD

NFTY

SCHD

First Trust India NIFTY 50 Equal Weight ETF · $107MSchwab U.S. Dividend Equity ETF · $120B

+6.6%3 years · per year$12,126 · $17,266+20.0%

+4.9%5 years · per year$12,680 · $16,267+10.2%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

1.85%12-mo yield$185 · $300 on $10k3.00%

−15.4%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNFTY · SCHD

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

Held in common0.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ANFTY	First Trust India NIFTY 50 Equal Weight ETFRead Desk		0.80%	1.85%	+2.5%	−4.2%	−4.0%	+6.6%	+4.9%	−15.4%	$107M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ANFTY	First Trust India NIFTY 50 Equal Weight ETFRead Desk		0.80%	1.85%	+2.5%	−4.2%	−4.0%	+6.6%	+4.9%	−15.4%	$107M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFTY vs SCHD

NFTY

First Trust India NIFTY 50 Equal Weight

$12,680

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNFTYSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.85%3.00%

5 years, per year+4.9%+10.2%

3 years, per year+6.6%+20.0%

Worst drop · 1Y−15.4%−6.9%

Volatility · 1Y15.9%11.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NFTY, SCHD

Today

0.0%most shared, NFTY and SCHD

NFTYSCHD

NFTY—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

NFTY$185 − $80 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee