SDVY vs SCHD

ASDVY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SDVY $15,495

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.5%SDVY and SCHD

SDVY

SCHD

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4BSchwab U.S. Dividend Equity ETF · $120B

+17.4%3 years · per year$16,189 · $17,266+20.0%

+9.2%5 years · per year$15,495 · $16,267+10.2%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $300 on $10k3.00%

−9.5%Worst dropSmaller wins−6.9%

14.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · SCHD

1.0%CINF0.7%

0.9%RF0.6%

0.9%TROW0.6%

0.5%FITB1.2%

Held in common4.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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

SDVY vs SCHD

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,495

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSDVYSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.00%3.00%

5 years, per year+9.2%+10.2%

3 years, per year+17.4%+20.0%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y14.5%11.7%

6–0measures won
SCHD first

4.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SDVY, SCHD

Today

4.5%most shared, SDVY and SCHD

SDVYSCHD

SDVY—4.5%

SCHD4.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SDVY$100 − $58 = $42

KeptFee

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