Compare · 2 funds side by side · dividends reinvested

FCEF and SCHD

FCEFFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,784SCHD · best of the two

02 / 04

FCEF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

First Trust Income Opportunities ETFIncome · Dividend stocks0.85%7.17%+5.6%+7.2%+17.3%+5.0%−7.0%8.2%$80M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FCEF 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Income Opportunities ETF · $80M$12,761

FCEF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FCEFMeasureSCHD

+5.6%Year to dateJan 1 → Nov 3+32.8%

+7.2%1 yearTotal return+37.6%

+17.3%3 years · per year$10,000 became $16,135 · $17,784+21.2%

+5.0%5 years · per year$10,000 became $12,761 · $16,352+10.3%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

7.17%Trailing 12-mo yield$717 · $297 a year on $10k2.97%

−7.0%Worst dropSmaller is better−6.9%

8.2%VolatilityLower is calmer11.4%

FCEFSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCEF vs SCHD: Top 5 Holdings

Today

FCEF

16.9%in top 5

SCHD

in top 521.4%

FCEFStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.9%VRIGnot top 5

3.3%EVTnot top 5

3.3%ETGnot top 5

3.2%ETOnot top 5

3.2%HTDnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FCEF vs SCHD Returns, Every Period

First TrustFCEF

+5.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FCEFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FCEF vs SCHD

YTD

First TrustFCEF

+5.6%

SCHDSchwab

+32.8%

+5.6%Year to date+32.8%

−7.0%Worst drop · 1Y−6.9%

8.2%Volatility · 1Y11.4%

7.2%Yield3.0%

$80.2MAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCEF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FCEF0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCEF, SCHD

7.17%highest, FCEF

FundTrailing yieldYield$10k

FCEF7.17%$717

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$632most kept, FCEF

FCEF$717 − $85 = $632

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FCEF, SCHD

Today

0.0%most shared, FCEF and SCHD

FCEFSCHD

FCEF—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

FCEFWorst drop−7.0%8.2% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FCEFSCHD

+5.6%Year to date+32.8%

7.2%Yield3.0%

+7.2%Past year+37.6%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026