SCHD vs MDEV

ASCHD

BMDEV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MDEV $9,263

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 common2.1%SCHD and MDEV

SCHD

MDEV

Schwab U.S. Dividend Equity ETF · $123BFirst Trust Indxx Medical Devices ETF · $3M

+21.4%3 years · per year$17,908 · $13,541+10.6%

+11.0%5 years · per year$16,881 · $9,263−1.5%

0.06%Expense ratio$6 · $70 on $10k · lower wins0.70%

2.91%12-mo yield$291 · $9 on $10k0.09%

−6.9%Worst dropSmaller wins−18.2%

11.5%VolatilityLower wins17.3%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · MDEV

3.9%ABT2.1%

Held in common2.1%

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	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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 MDEV

SCHD

Schwab U.S. Dividend Equity

$16,881

MDEV

First Trust Indxx Medical Devices

$9,263

MeasureSCHDMDEV

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield2.91%0.09%

5 years, per year+11.0%−1.5%

3 years, per year+21.4%+10.6%

Worst drop · 1Y−6.9%−18.2%

Volatility · 1Y11.5%17.3%

6–0measures won
SCHD first

2.1%

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, MDEV

Today

2.1%most shared, SCHD and MDEV

SCHDMDEV

SCHD—2.1%

MDEV2.1%—

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

MDEV$9 − $70 = −$61

KeptFee

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