SCHD vs FDM

ASCHD

BFDM

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 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

+20.0%3 years · per year$17,266 · $17,957+21.5%

+10.2%5 years · per year$16,267 · $15,614+9.3%

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

3.00%12-mo yield$300 · $153 on $10k1.53%

−6.9%Worst dropSmaller wins−9.3%

11.7%VolatilityLower wins17.2%

5–1SCHD wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$275M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$275M

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 FDM

SCHD

Schwab U.S. Dividend Equity

$16,267

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,615

MeasureSCHDFDM

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield3.00%1.53%

5 years, per year+10.2%+9.3%

3 years, per year+20.0%+21.5%

Worst drop · 1Y−6.9%−9.3%

Volatility · 1Y11.7%17.2%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, FDM, VIG

Today

14.5%most shared, SCHD and VIG

SCHDFDMVIG

SCHD—0.1%14.5%

FDM0.1%—0.0%

VIG14.5%0.0%—

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

VIG$150 − $4 = $146

FDM$153 − $65 = $88

KeptFee

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