SCHD vs FCVT

ASCHD

BFCVT

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FCVT $10,995

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%SCHD and FCVT

SCHD

FCVT

Schwab U.S. Dividend Equity ETF · $120BFirst Trust SSI Strategic Convertible Securities ETF · $78M

+20.0%3 years · per year$17,266 · $15,110+14.8%

+10.2%5 years · per year$16,267 · $10,995+1.9%

0.06%Expense ratio$6 · $95 on $10k · lower wins0.95%

3.00%12-mo yield$300 · $128 on $10k1.28%

−6.9%Worst dropSmaller wins−22.3%

11.7%VolatilityLower wins21.1%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FCVT

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	ASCHD	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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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	ASCHD	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	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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

SCHD vs FCVT

SCHD

Schwab U.S. Dividend Equity

$16,267

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

MeasureSCHDFCVT

Fee0.06%0.95%

Cost on $10k a year$6$95

Yield3.00%1.28%

5 years, per year+10.2%+1.9%

3 years, per year+20.0%+14.8%

Worst drop · 1Y−6.9%−22.3%

Volatility · 1Y11.7%21.1%

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: SCHD, FCVT

Today

0.0%most shared, SCHD and FCVT

SCHDFCVT

SCHD—0.0%

FCVT0.0%—

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

FCVT$128 − $95 = $33

KeptFee

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