UCON vs SCHD

AUCON

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · UCON $11,299

Lowest cost0.06%SCHD · $6 on $10k

Most income4.77%UCON · $477 on $10k

Smallest drop−3.6%UCON · worst fall in 1Y

Held in common0.0%UCON and SCHD

UCON

SCHD

First Trust Smith Unconstrained Bond ETF · $3.1BSchwab U.S. Dividend Equity ETF · $123B

+5.5%3 years · per year$11,745 · $17,414+20.3%

+2.5%5 years · per year$11,299 · $16,375+10.4%

0.86%Expense ratio$86 · $6 on $10k · lower wins0.06%

4.77%12-mo yield$477 · $298 on $10k2.98%

−3.6%Worst dropSmaller wins−6.9%

3.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUCON · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B

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	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B

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

UCON vs SCHD

UCON

First Trust Smith Unconstrained Bond

$11,299

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureUCONSCHD

Fee0.86%0.06%

Cost on $10k a year$86$6

Yield4.77%2.98%

5 years, per year+2.5%+10.4%

3 years, per year+5.5%+20.3%

Worst drop · 1Y−3.6%−6.9%

Volatility · 1Y3.3%11.7%

3–3measures won
level

0.0%

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: UCON, SCHD

Today

0.0%most shared, UCON and SCHD

UCONSCHD

UCON—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

SCHD$298 − $6 = $292

KeptFee

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