ROBT vs SCHD

AROBT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · ROBT $10,299

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 common0.7%ROBT and SCHD

ROBT

SCHD

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $714MSchwab U.S. Dividend Equity ETF · $123B

+15.1%3 years · per year$15,250 · $17,908+21.4%

+0.6%5 years · per year$10,299 · $16,881+11.0%

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

0.02%12-mo yield$2 · $291 on $10k2.91%

−20.8%Worst dropSmaller wins−6.9%

25.4%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsROBT · SCHD

0.7%QCOM3.8%

Held in common0.7%

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	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk		0.65%	0.02%	+0.8%	+7.0%	−0.8%	+15.1%	+0.6%	−20.8%	$714M

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	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk		0.65%	0.02%	+0.8%	+7.0%	−0.8%	+15.1%	+0.6%	−20.8%	$714M

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

ROBT vs SCHD

ROBT

First Trust Nasdaq Artificial Intelligence and Robotics

$10,299

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureROBTSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.02%2.91%

5 years, per year+0.6%+11.0%

3 years, per year+15.1%+21.4%

Worst drop · 1Y−20.8%−6.9%

Volatility · 1Y25.4%11.5%

6–0measures won
SCHD first

0.7%

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: ROBT, SCHD

Today

0.7%most shared, ROBT and SCHD

ROBTSCHD

ROBT—0.7%

SCHD0.7%—

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

ROBT$2 − $65 = −$63

KeptFee

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