SCHD vs FDM

ASCHD

BFDM

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FDM $15,739

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 common0.1%SCHD and FDM

SCHD

FDM

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Dow Jones Select MicroCap Index Fund · $275M

+20.3%3 years · per year$17,414 · $18,010+21.7%

+10.4%5 years · per year$16,375 · $15,739+9.5%

0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%

2.98%12-mo yield$298 · $152 on $10k1.52%

−6.9%Worst dropSmaller wins−9.3%

11.7%VolatilityLower wins17.3%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FDM

0.0%ORRF1.4%

0.0%IBCP1.3%

0.0%CCBG1.1%

0.0%EBF0.8%

Held in common0.1%

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%	$120.5B
2	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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%	$120.5B
2	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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 FDM

SCHD

Schwab U.S. Dividend Equity

$16,375

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

MeasureSCHDFDM

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield2.98%1.52%

5 years, per year+10.4%+9.5%

3 years, per year+20.3%+21.7%

Worst drop · 1Y−6.9%−9.3%

Volatility · 1Y11.7%17.3%

5–1measures won
SCHD first

0.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, FDM

Today

0.1%most shared, SCHD and FDM

SCHDFDM

SCHD—0.1%

FDM0.1%—

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

FDM$152 − $65 = $87

KeptFee

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