SCHD vs FPFD

ASCHD

BFPFD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FPFD $10,464

Lowest cost0.06%SCHD · $6 on $10k

Most income5.75%FPFD · $575 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%SCHD and FPFD

SCHD

FPFD

Schwab U.S. Dividend Equity ETF · $122BFidelity Preferred Securities & Income ETF · $73M

+19.6%3 years · per year$17,123 · $12,178+6.8%

+10.5%5 years · per year$16,459 · $10,464+0.9%

0.06%Expense ratio$6 · $59 on $10k · lower wins0.59%

2.96%12-mo yield$296 · $575 on $10k5.75%

−6.9%Worst dropSmaller wins−4.8%

11.8%VolatilityLower wins3.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FPFD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.75%	0.0%	−1.5%	−1.3%	+6.8%	+0.9%	−4.8%	$73M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.75%	0.0%	−1.5%	−1.3%	+6.8%	+0.9%	−4.8%	$73M

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 FPFD

SCHD

Schwab U.S. Dividend Equity

$16,459

FPFD

Fidelity Preferred Securities & Income

$10,464

MeasureSCHDFPFD

Fee0.06%0.59%

Cost on $10k a year$6$59

Yield2.96%5.75%

5 years, per year+10.5%+0.9%

3 years, per year+19.6%+6.8%

Worst drop · 1Y−6.9%−4.8%

Volatility · 1Y11.8%3.3%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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, FPFD

Today

0.0%most shared, SCHD and FPFD

SCHDFPFD

SCHD—0.0%

FPFD0.0%—

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

Income After Fees on $10,000

$516most kept, FPFD

FPFD$575 − $59 = $516

SCHD$296 − $6 = $290

KeptFee

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