Compare · 2 funds side by side · dividends reinvested

DDIV and SCHD

DDIVFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

DDIV 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%$121B1.1

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.64%+9.8%+16.7%+22.1%+9.0%−11.3%14.6%$73M1.9

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: DDIV 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Dividend ETF · $73M$15,413

DDIV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

DDIVMeasureSCHD

+9.8%Year to dateJan 1 → Nov 3+32.8%

+16.7%1 yearTotal return+37.6%

+22.1%3 years · per year$10,000 became $18,183 · $17,784+21.2%

+9.0%5 years · per year$10,000 became $15,413 · $16,352+10.3%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.64%Trailing 12-mo yield$164 · $297 a year on $10k2.97%

−11.3%Worst dropSmaller is better−6.9%

14.6%VolatilityLower is calmer11.4%

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

1–7SCHD wins

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

More Ways to See the Pairs

DDIV vs SCHD: Top 5 Holdings

Today

DDIV

22.1%in top 5

SCHD

in top 521.4%

DDIVStockSCHD

5.2%SPGnot top 5

not top 5TXN4.6%

4.6%CTREnot top 5

4.4%HASnot top 5

not top 5PG4.3%

4.3%CVX4.2%

not top 5KO4.2%

not top 5HD4.2%

3.7%HPQnot top 5

Held in common11.6%

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

DDIV vs SCHD Returns, Every Period

First TrustDDIV

+9.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

DDIVSCHDFaded: behind in that period

1–3SCHD wins

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

DDIV vs SCHD

YTD

First TrustDDIV

+9.8%

SCHDSchwab

+32.8%

+9.8%Year to date+32.8%

−11.3%Worst drop · 1Y−6.9%

14.6%Volatility · 1Y11.4%

1.6%Yield3.0%

$72.5MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DDIV0.60%$60

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

Yields: DDIV, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DDIV1.64%$164

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DDIV$164 − $60 = $104

KeptFee

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

Overlap: DDIV, SCHD

Today

11.6%most shared, DDIV and SCHD

DDIVSCHD

DDIV—11.6%

SCHD11.6%—

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

SCHDWorst drop−6.9%11.4% vol

DDIVWorst drop−11.3%14.6% vol

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

Paid More vs Made More

YTD

SCHDDDIV

+32.8%Year to date+9.8%

3.0%Yield1.6%

+37.6%Past year+16.7%

0.06%Fee0.60%

4–0SCHD 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