SCHD vs FSEC

ASCHD

BFSEC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income4.54%FSEC · $454 on $10k

Smallest drop−5.0%FSEC · worst fall in 1Y

Held in common[…]SCHD and FSEC

SCHD

FSEC

Schwab U.S. Dividend Equity ETF · $122BFIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B

+19.6%3 years · per year$17,123 · $12,002+6.3%

+10.5%5 years · per year$16,459 · $10,231+0.5%

0.06%Expense ratio$6 · $36 on $10k · lower wins0.36%

2.96%12-mo yield$296 · $454 on $10k4.54%

−6.9%Worst dropSmaller wins−5.0%

11.8%VolatilityLower wins4.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · FSEC

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

Held in common[…]

End-of-day Nov 10, 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%	$121.7B
3	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.54%	+0.1%	+0.4%	+0.9%	+6.3%	+0.5%	−5.0%	$4.5B

End-of-day Nov 10, 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%	$121.7B
3	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.54%	+0.1%	+0.4%	+0.9%	+6.3%	+0.5%	−5.0%	$4.5B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs FSEC

SCHD

Schwab U.S. Dividend Equity

$16,459

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,231

MeasureSCHDFSEC

Fee0.06%0.36%

Cost on $10k a year$6$36

Yield2.96%4.54%

5 years, per year+10.5%+0.5%

3 years, per year+19.6%+6.3%

Worst drop · 1Y−6.9%−5.0%

Volatility · 1Y11.8%4.6%

3–3measures won
level

Nov 10, 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%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 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 10, 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 10, 2026

Overlap: SCHD, FSEC, VIG

Today

14.5%most shared, SCHD and VIG

SCHDFSECVIG

SCHD—[…]14.5%

FSEC[…]—[…]

VIG14.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$418most kept, FSEC

FSEC$454 − $36 = $418

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee