Compare · 2 funds side by side · dividends reinvested

FAB and SCHD

FABFirst Trust×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

FAB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.64%+22.0%+25.7%+18.5%+9.5%−8.2%12.8%$166M2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: FAB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

FAB

First Trust Multi Cap Value AlphaDEX Fund · $166M$15,721

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

SCHDMeasureFAB

+34.9%

More Ways to See the Pairs

SCHD vs FAB: Top 5 Holdings

Today

SCHD

21.8%in top 5

FAB

in top 52.6%

SCHDStockFAB

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: FAB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FAB0.66%$66

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FAB, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+22.0%

+37.5%1 yearTotal return+25.7%

+20.2%3 years · per year$10,000 became $17,374 · $16,629+18.5%

+10.4%5 years · per year$10,000 became $16,418 · $15,721+9.5%

0.06%Expense ratio$6 · $66 a year on $10k · lower is better0.66%

2.92%Trailing 12-mo yield$292 · $164 a year on $10k1.64%

−6.9%Worst dropSmaller is better−8.2%

11.7%VolatilityLower is calmer12.8%

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

8–0SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FISV0.6%

not top 5STZ0.5%

not top 5ALL0.5%

not top 5CHTR0.5%

not top 5CCL0.5%

Held in common9.6%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs FAB Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

FABFirst Trust

+9.5%

5 years, per year

SCHDFABFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs FAB

YTD

SchwabSCHD

+34.9%

FABFirst Trust

+22.0%

+34.9%Year to date+22.0%

−6.9%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y12.8%

2.9%Yield1.6%

$124BAssets$166M

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SCHD2.92%$292

FAB1.64%$164

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

FAB$164 − $66 = $98

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FAB, SCHD

Today

9.6%most shared, FAB and SCHD

FABSCHD

FAB—9.6%

SCHD9.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FABWorst drop−8.2%12.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFAB

+34.9%Year to date+22.0%

2.9%Yield1.6%

+37.5%Past year+25.7%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FAB and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two