TDVI vs SCHD

ATDVI

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.00%TDVI · $800 on $10k

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

Held in common12.3%TDVI and SCHD

TDVI

SCHD

FT Vest Technology Dividend Target Income ETF · $658MSchwab U.S. Dividend Equity ETF · $123B

+26.2%3 years · per year$20,075 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

8.00%12-mo yield$800 · $298 on $10k2.98%

−16.0%Worst dropSmaller wins−6.9%

20.9%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVI · SCHD

9.6%TXN4.7%

4.1%QCOM3.9%

1.9%CMCSA2.1%

1.9%VZ3.5%

Held in common12.3%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.00%	−5.7%	+12.8%	+11.9%	+26.2%	new	−16.0%	$658M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.00%	−5.7%	+12.8%	+11.9%	+26.2%	new	−16.0%	$658M

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

Cards for this view

TDVI vs SCHD

TDVI

FT Vest Technology Dividend Target Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTDVISCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield8.00%2.98%

5 years, per year[…]+10.4%

3 years, per year+26.2%+20.3%

Worst drop · 1Y−16.0%−6.9%

Volatility · 1Y20.9%11.7%

3–2measures won
SCHD first

12.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TDVI, SCHD

Today

12.3%most shared, TDVI and SCHD

TDVISCHD

TDVI—12.3%

SCHD12.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$725most kept, TDVI

TDVI$800 − $75 = $725

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee