QTEC vs SCHD

AQTEC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QTEC $15,850

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 common5.1%QTEC and SCHD

QTEC

SCHD

First Trust NASDAQ-100-Technology Sector Index Fund · $4.1BSchwab U.S. Dividend Equity ETF · $120B

+23.9%3 years · per year$19,014 · $17,266+20.0%

+9.6%5 years · per year$15,850 · $16,267+10.2%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.01%12-mo yield$1 · $300 on $10k3.00%

−22.2%Worst dropSmaller wins−6.9%

31.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTEC · SCHD

2.8%TXN4.3%

2.4%QCOM3.6%

Held in common5.1%

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%	$119.9B
2	AQTEC	First Trust NASDAQ-100-Technology Sector Index FundRead Desk		0.55%	0.01%	+1.3%	+16.5%	+12.8%	+23.9%	+9.6%	−22.2%	$4.1B

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%	$119.9B
2	AQTEC	First Trust NASDAQ-100-Technology Sector Index FundRead Desk		0.55%	0.01%	+1.3%	+16.5%	+12.8%	+23.9%	+9.6%	−22.2%	$4.1B

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

QTEC vs SCHD

QTEC

First Trust NASDAQ-100-Technology Sector Index Fund

$15,850

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQTECSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.01%3.00%

5 years, per year+9.6%+10.2%

3 years, per year+23.9%+20.0%

Worst drop · 1Y−22.2%−6.9%

Volatility · 1Y31.1%11.7%

5–1measures won
SCHD first

5.1%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QTEC, SCHD

Today

5.1%most shared, QTEC and SCHD

QTECSCHD

QTEC—5.1%

SCHD5.1%—

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

QTEC$1 − $55 = −$54

KeptFee

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