SCHD vs FSGS

ASCHD

BFSGS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FSGS $11,957

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.8%SCHD and FSGS

SCHD

FSGS

Schwab U.S. Dividend Equity ETF · $120BFirst Trust SMID Growth Strength ETF · $30M

+20.0%3 years · per year$17,266 · $13,737+11.2%

+10.2%5 years · per year$16,267 · $11,957+3.6%

0.06%Expense ratio$6 · $60 on $10k · lower wins0.60%

3.00%12-mo yield$300 · $3 on $10k0.03%

−6.9%Worst dropSmaller wins−11.3%

11.7%VolatilityLower wins15.2%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FSGS

0.7%CINF1.1%

0.1%MC1.1%

Held in common0.8%

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	BFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

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	BFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

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 FSGS

SCHD

Schwab U.S. Dividend Equity

$16,267

FSGS

First Trust SMID Growth Strength

$11,957

MeasureSCHDFSGS

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield3.00%0.03%

5 years, per year+10.2%+3.6%

3 years, per year+20.0%+11.2%

Worst drop · 1Y−6.9%−11.3%

Volatility · 1Y11.7%15.2%

6–0measures won
SCHD first

0.8%

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, FSGS

Today

0.8%most shared, SCHD and FSGS

SCHDFSGS

SCHD—0.8%

FSGS0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FSGS$3 − $60 = −$57

KeptFee

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