SCHK vs FTCS

ASCHK

BFTCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,579SCHK · FTCS $13,686

Lowest cost0.03%SCHK · $3 on $10k

Most income1.12%FTCS · $112 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common13.0%SCHK and FTCS

SCHK

FTCS

Schwab 1000 Index ETF · $5.5BFirst Trust Capital Strength ETF · $7.9B

+21.7%3 years · per year$18,035 · $14,567+13.4%

+10.6%5 years · per year$16,579 · $13,686+6.5%

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.08%12-mo yield$108 · $112 on $10k1.12%

−8.9%Worst dropSmaller wins−8.1%

13.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHK · FTCS

7.3%AAPL1.9%

1.1%V2.0%

1.0%JNJ2.0%

0.8%WMT2.1%

Held in common13.0%

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	ASCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

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	ASCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

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

SCHK vs FTCS

SCHK

Schwab 1000 Index

$16,579

FTCS

First Trust Capital Strength

$13,687

MeasureSCHKFTCS

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.08%1.12%

5 years, per year+10.6%+6.5%

3 years, per year+21.7%+13.4%

Worst drop · 1Y−8.9%−8.1%

Volatility · 1Y13.8%11.7%

3–2measures won
SCHK first

13.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHK, FTCS

Today

13.0%most shared, SCHK and FTCS

SCHKFTCS

SCHK—13.0%

FTCS13.0%—

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

FTCS$112 − $53 = $59

KeptFee

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