Compare · 2 funds side by side · dividends reinvested

BUFR and SCHD

BUFRFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BUFR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+10.3%+11.8%+16.4%+9.9%−4.6%6.8%$10.9B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: BUFR 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.9B$15,495

BUFR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

BUFRMeasureSCHD

+10.3%Year to dateJan 1 → Nov 5+35.3%

+11.8%1 yearTotal return+41.6%

+16.4%3 years · per year$10,000 became $15,761 · $17,908+21.4%

+9.9%5 years · per year$10,000 became $16,036 · $16,881+11.0%

0.10%Expense ratio$10 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−4.6%Worst dropSmaller is better−6.9%

6.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

BUFR vs SCHD: Top 5 Holdings

Today

BUFR

41.8%in top 5

SCHD

in top 521.7%

BUFRStockSCHD

8.4%FOCTnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.3%FMARnot top 5

8.3%FDECnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BUFR vs SCHD Returns, Every Period

First TrustBUFR

+9.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BUFRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: BUFR vs SCHD

YTD

First TrustBUFR

+10.3%

SCHDSchwab

+35.3%

+10.3%Year to date+35.3%

−4.6%Worst drop · 1Y−6.9%

6.8%Volatility · 1Y11.5%

0.0%Yield2.9%

$10.9BAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BUFR0.10%$10

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BUFR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BUFR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BUFR$0 − $10 = −$10

KeptFee

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

Overlap: BUFR, SCHD

Today

0.0%most shared, BUFR and SCHD

BUFRSCHD

BUFR—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

BUFRWorst drop−4.6%6.8% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBUFR

+35.3%Year to date+10.3%

2.9%Yield0.0%

+41.6%Past year+11.8%

0.06%Fee0.10%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 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 5, 2026