Compare · 2 funds side by side · dividends reinvested

DFEB and SCHD

DFEBFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

DFEB 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 U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+9.0%+10.8%+15.1%+8.3%−4.1%5.3%$456M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFEB 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $456M$14,900

$10,000 five years ago, dividends reinvested

SCHDMeasureDFEB

+35.3%Year to dateJan 1 → Nov 4+9.0%

+41.6%1 yearTotal return+10.8%

+21.4%3 years · per year$10,000 became $17,908 · $15,231+15.1%

+11.0%5 years · per year$10,000 became $16,881 · $14,900+8.3%

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.91%Trailing 12-mo yield$291 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−4.1%

11.5%VolatilityLower is calmer5.3%

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

6–2SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs DFEB: Top 5 Holdings

Today

SCHD

21.6%in top 5

DFEB

in top 5[…]

SCHDStockDFEB

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHD vs DFEB Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

DFEBFirst Trust

+8.3%

5 years, per year

SCHDDFEBFaded: behind in that period

4–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Defined Outcome: SCHD vs DFEB

YTD

SchwabSCHD

+35.3%

DFEBFirst Trust

+9.0%

+35.3%Year to date+9.0%

−6.9%Worst drop · 1Y−4.1%

11.5%Volatility · 1Y5.3%

2.9%Yield0.0%

$123BAssets$456M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFEB0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFEB, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DFEB0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFEB, SCHD

Today

[…]holdings […]

DFEBSCHD

DFEB—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

DFEBWorst drop−4.1%5.3% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDFEB

+35.3%Year to date+9.0%

2.9%Yield0.0%

+41.6%Past year+10.8%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026