TDIV vs SCHD

ATDIV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV · SCHD $16,881

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 common12.2%TDIV and SCHD

TDIV

SCHD

First Trust NASDAQ Technology Dividend Index Fund · $4.3BSchwab U.S. Dividend Equity ETF · $123B

+30.4%3 years · per year$22,150 · $17,908+21.4%

+17.1%5 years · per year$21,993 · $16,881+11.0%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

1.38%12-mo yield$138 · $291 on $10k2.91%

−16.3%Worst dropSmaller wins−6.9%

20.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · SCHD

9.7%TXN4.8%

3.9%QCOM3.8%

1.8%VZ3.5%

1.8%CMCSA2.0%

Held in common12.2%

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	BSCHD	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

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	BSCHD	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

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

TDIV vs SCHD

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTDIVSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield1.38%2.91%

5 years, per year+17.1%+11.0%

3 years, per year+30.4%+21.4%

Worst drop · 1Y−16.3%−6.9%

Volatility · 1Y20.8%11.5%

4–2measures won
SCHD first

12.2%

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: TDIV, SCHD

Today

12.2%most shared, TDIV and SCHD

TDIVSCHD

TDIV—12.2%

SCHD12.2%—

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

TDIV$138 − $50 = $88

KeptFee

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