SCHD vs FDLS

ASCHD

BFDLS

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common2.3%SCHD and FDLS

SCHD

FDLS

Schwab U.S. Dividend Equity ETF · $123BInspire Fidelis Multi Factor ETF · $253M

+20.3%3 years · per year$17,414 · $18,222+22.1%

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%

2.98%12-mo yield$298 · $86 on $10k0.86%

−6.9%Worst dropSmaller wins−9.5%

11.7%VolatilityLower wins16.5%

4–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FDLS

1.8%EOG1.0%

1.1%DVN0.9%

0.4%APA1.0%

Held in common2.3%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

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

Cards for this view

SCHD vs FDLS

SCHD

Schwab U.S. Dividend Equity

$16,375

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureSCHDFDLS

Fee0.06%0.66%

Cost on $10k a year$6$66

Yield2.98%0.86%

5 years, per year+10.4%[…]

3 years, per year+20.3%+22.1%

Worst drop · 1Y−6.9%−9.5%

Volatility · 1Y11.7%16.5%

4–1measures won
SCHD first

2.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, FDLS

Today

2.3%most shared, SCHD and FDLS

SCHDFDLS

SCHD—2.3%

FDLS2.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee