SCHD vs FVC

ASCHD

BFVC

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FVC $12,215

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%SCHD and FVC

SCHD

FVC

Schwab U.S. Dividend Equity ETF · $123BFirst Trust Dorsey Wright Dynamic Focus 5 ETF · $110M

+21.4%3 years · per year$17,908 · $14,700+13.7%

+11.0%5 years · per year$16,881 · $12,215+4.1%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

2.91%12-mo yield$291 · $77 on $10k0.77%

−6.9%Worst dropSmaller wins−13.3%

11.5%VolatilityLower wins17.8%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FVC

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk		0.30%	0.77%	−0.8%	+15.7%	+17.8%	+13.7%	+4.1%	−13.3%	$110M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk		0.30%	0.77%	−0.8%	+15.7%	+17.8%	+13.7%	+4.1%	−13.3%	$110M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs FVC

SCHD

Schwab U.S. Dividend Equity

$16,881

FVC

First Trust Dorsey Wright Dynamic Focus 5

$12,215

MeasureSCHDFVC

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield2.91%0.77%

5 years, per year+11.0%+4.1%

3 years, per year+21.4%+13.7%

Worst drop · 1Y−6.9%−13.3%

Volatility · 1Y11.5%17.8%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, FVC

Today

0.0%most shared, SCHD and FVC

SCHDFVC

SCHD—0.0%

FVC0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FVC$77 − $30 = $47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee