SCHD vs FMB

ASCHD

BFMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FMB $10,301

Lowest cost0.06%SCHD · $6 on $10k

Most income3.73%FMB · $373 on $10k

Smallest drop−6.8%FMB · worst fall in 1Y

Held in common[…]SCHD and FMB

SCHD

FMB

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Managed Municipal ETF · $1.9B

+20.0%3 years · per year$17,266 · $11,435+4.6%

+10.2%5 years · per year$16,267 · $10,301+0.6%

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

3.00%12-mo yield$300 · $373 on $10k3.73%

−6.9%Worst dropSmaller wins−6.8%

11.7%VolatilityLower wins3.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FMB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$120.5B
2	BFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B

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%	$120.5B
2	BFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B

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 FMB

SCHD

Schwab U.S. Dividend Equity

$16,267

FMB

First Trust Managed Municipal

$10,301

MeasureSCHDFMB

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield3.00%3.73%

5 years, per year+10.2%+0.6%

3 years, per year+20.0%+4.6%

Worst drop · 1Y−6.9%−6.8%

Volatility · 1Y11.7%3.6%

3–3measures won
level

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, FMB

Today

[…]holdings […]

SCHDFMB

SCHD—[…]

FMB[…]—

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

Income After Fees on $10,000

$334most kept, FMB

FMB$373 − $39 = $334

SCHD$300 − $6 = $294

KeptFee

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