Compare · 2 funds side by side · dividends reinvested

DLFE and SCHD

DLFEFirst Trust×SCHDSchwab×

Versus in desk

02 / 03

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

DLFE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.0

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Dual Directional Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%[…][…][…][…][…][…]$69M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: DLFE 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Dual Directional Buffer ETF - February · $69M[…]

DLFE

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested

DLFEMeasureSCHD

[…]

More Ways to See the Pairs

DLFE vs SCHD: Top 5 Holdings

Today

DLFE

[…]in top 5

SCHD

in top 521.7%

DLFEStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DLFE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DLFE0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DLFE, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

[…]1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

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

0.00%Trailing 12-mo yield$0 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

DLFE vs SCHD Returns, Every Period

1Y

First TrustDLFE

[…]

past year

SCHDSchwab

+36.8%

past year

Returns […]

DLFESCHDFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: DLFE vs SCHD

YTD

First TrustDLFE

[…]

SCHDSchwab

+34.2%

[…]Year to date+34.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield2.9%

$68.5MAssets$124B

1–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

DLFE0.00%$0

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

DLFE$0 − $85 = −$85

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DLFE, SCHD

Today

[…]holdings […]

DLFESCHD

DLFE—[…]

SCHD[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DLFEWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DLFE and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two