Compare · 3 funds side by side · dividends reinvested

FAB, VIG and SCHD

FABFirst Trust×VIGVanguard×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

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

Story of the three · RiskSmallest drop

FAB, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.0

First Trust Multi Cap Value AlphaDEX FundUS Stock Styles · Value0.66%1.64%+22.5%+27.5%+18.0%+9.6%−8.2%12.8%$167M2.6

Rank among the three1st → 3rdFee, 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: FAB 2007 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Multi Cap Value AlphaDEX Fund · $167M$15,809

FAB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

FABMeasure

More Ways to See the Pairs

FAB vs VIG: Top 5 Holdings

Today

FAB

2.6%in top 5

VIG

in top 522.1%

FABStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: FAB, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FAB0.66%$66

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

Yields: FAB, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VIG

+22.5%Year to dateJan 1 → Nov 12+16.0%

+27.5%1 yearTotal return+17.8%

+18.0%3 years · per year$10,000 became $16,435 · $16,811+18.9%

+9.6%5 years · per year$10,000 became $15,839 · $16,653+10.7%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $145 a year on $10k1.45%

−8.2%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer11.0%

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

3–5VIG wins

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

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%CCLnot top 5

0.5%GPNnot top 5

0.5%CHTRnot top 5

Held in common11.1%

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

FAB vs VIG Returns, Every Period

5Y

First TrustFAB

+9.6%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

FABVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: FAB vs SCHD

YTD

First TrustFAB

+22.5%

SCHDSchwab

+34.6%

+22.5%Year to date+34.6%

−8.2%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.8%

1.6%Yield2.9%

$167MAssets$123B

4–0SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

FAB1.64%$164

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

FAB$164 − $66 = $98

KeptFee

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

Overlap: FAB, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FABVIGSCHD

FAB—11.1%9.6%

VIG11.1%—14.5%

SCHD9.6%14.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FABWorst drop−8.2%12.8% vol

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

Paid More vs Made More

YTD

SCHDFAB

+34.6%Year to date+22.5%

2.9%Yield1.6%

+39.3%Past year+27.5%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

FAB, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three