SCHD vs FMB

ASCHD

BFMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income3.72%FMB · $372 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

+19.6%3 years · per year$17,123 · $11,377+4.4%

+10.5%5 years · per year$16,459 · $10,331+0.7%

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

2.96%12-mo yield$296 · $372 on $10k3.72%

−6.9%Worst dropSmaller wins−6.8%

11.8%VolatilityLower wins3.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · FMB

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

Held in common[…]

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.72%	+0.2%	+0.8%	+1.2%	+4.4%	+0.7%	−6.8%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.72%	+0.2%	+0.8%	+1.2%	+4.4%	+0.7%	−6.8%	$1.9B

End-of-day Nov 9, 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

$16,459

FMB

First Trust Managed Municipal

$10,331

MeasureSCHDFMB

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield2.96%3.72%

5 years, per year+10.5%+0.7%

3 years, per year+19.6%+4.4%

Worst drop · 1Y−6.9%−6.8%

Volatility · 1Y11.8%3.6%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, FMB, VIG

Today

14.5%most shared, SCHD and VIG

SCHDFMBVIG

SCHD—[…]14.5%

FMB[…]—[…]

VIG14.5%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$333most kept, FMB

FMB$372 − $39 = $333

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee