SCHD vs FIXD

ASCHD

BFIXD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FIXD $9,630

Lowest cost0.06%SCHD · $6 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−5.4%FIXD · worst fall in 1Y

Held in common0.0%SCHD and FIXD

SCHD

FIXD

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+20.0%3 years · per year$17,266 · $11,606+5.1%

+10.2%5 years · per year$16,267 · $9,630−0.8%

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

3.00%12-mo yield$300 · $482 on $10k4.82%

−6.9%Worst dropSmaller wins−5.4%

11.7%VolatilityLower wins4.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FIXD

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	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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 FIXD

SCHD

Schwab U.S. Dividend Equity

$16,267

FIXD

First Trust Smith Opportunistic Fixed Income

$9,630

MeasureSCHDFIXD

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield3.00%4.82%

5 years, per year+10.2%−0.8%

3 years, per year+20.0%+5.1%

Worst drop · 1Y−6.9%−5.4%

Volatility · 1Y11.7%4.4%

3–3measures won
level

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, FIXD

Today

0.0%most shared, SCHD and FIXD

SCHDFIXD

SCHD—0.0%

FIXD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SCHD$300 − $6 = $294

KeptFee

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