SCHD vs FWD

ASCHD

BFWD

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,454SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common3.8%SCHD and FWD

SCHD

FWD

Schwab U.S. Dividend Equity ETF · $120BAlliance Bernstein - AB Disruptors ETF · $2.9B

+19.6%3 years · per year$17,118 · $22,574+31.2%

+10.5%5 years · per year$16,454 · […][…]

0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%

2.96%12-mo yield$296 · $10 on $10k0.10%

−6.9%Worst dropSmaller wins−27.3%

11.8%VolatilityLower wins31.3%

4–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · FWD

3.8%MRK1.8%

4.0%ABT1.3%

3.6%QCOM0.5%

0.3%BAH0.6%

Held in common3.8%

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%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

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%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

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 FWD

SCHD

Schwab U.S. Dividend Equity

$16,454

FWD

Alliance Bernstein - AB Disruptors

[…]

MeasureSCHDFWD

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield2.96%0.10%

5 years, per year+10.5%[…]

3 years, per year+19.6%+31.2%

Worst drop · 1Y−6.9%−27.3%

Volatility · 1Y11.8%31.3%

4–1measures won
SCHD first

3.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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, FWD

Today

3.8%most shared, SCHD and FWD

SCHDFWD

SCHD—3.8%

FWD3.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FWD$10 − $65 = −$55

KeptFee

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