SCHK vs FTCS

ASCHK

BFTCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,097RECS · SCHK $16,944

Lowest cost0.03%SCHK · $3 on $10k

Most income1.10%FTCS · $110 on $10k

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

Held in common12.9%SCHK and FTCS

SCHK

FTCS

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

+21.9%3 years · per year$18,114 · $14,554+13.3%

+11.1%5 years · per year$16,944 · $13,941+6.9%

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

1.06%12-mo yield$106 · $110 on $10k1.10%

−8.9%Worst dropSmaller wins−8.1%

14.0%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHK · FTCS

7.3%AAPL1.9%

1.0%V2.0%

1.0%JNJ2.1%

0.8%WMT2.0%

Held in common12.9%

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

All Three

5Y3 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	ASCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	ASCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

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

SCHK vs FTCS

SCHK

Schwab 1000 Index

$16,944

FTCS

First Trust Capital Strength

$13,942

MeasureSCHKFTCS

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.06%1.10%

5 years, per year+11.1%+6.9%

3 years, per year+21.9%+13.3%

Worst drop · 1Y−8.9%−8.1%

Volatility · 1Y14.0%11.8%

3–2measures won
SCHK first

12.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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: SCHK, FTCS, RECS

Today

35.8%most shared, SCHK and RECS

SCHKFTCSRECS

SCHK—12.9%35.8%

FTCS12.9%—12.7%

RECS35.8%12.7%—

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

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

RECS$102 − $15 = $87

FTCS$110 − $53 = $57

KeptFee

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