Compare · 2 funds side by side · dividends reinvested

FAN and SCHD

FANFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

FAN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

First Trust Global Wind Energy ETFSectors · Energy0.61%0.92%+11.4%+13.3%+20.0%+1.8%−20.2%20.9%$190M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: FAN 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Global Wind Energy ETF · $190M$10,957

FAN

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FANMeasureSCHD

+11.4%Year to dateJan 1 → Nov 5+32.3%

+13.3%1 yearTotal return+38.7%

+20.0%3 years · per year$10,000 became $17,298 · $17,414+20.3%

+1.8%5 years · per year$10,000 became $10,957 · $16,375+10.4%

0.61%Expense ratio$61 · $6 a year on $10k · lower is better0.06%

0.92%Trailing 12-mo yield$92 · $298 a year on $10k2.98%

−20.2%Worst dropSmaller is better−6.9%

20.9%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

FAN vs SCHD: Top 5 Holdings

Today

FAN

39.3%in top 5

SCHD

in top 521.7%

FANStockSCHD

8.9%NDX1.DEnot top 5

8.5%ORSTED.Cnot top 5

8.1%EDPR.LSnot top 5

7.8%VWS.COnot top 5

6.1%0916.HKnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

FAN vs SCHD Returns, Every Period

First TrustFAN

+1.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FANSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FAN vs SCHD

YTD

First TrustFAN

+11.4%

SCHDSchwab

+32.3%

+11.4%Year to date+32.3%

−20.2%Worst drop · 1Y−6.9%

20.9%Volatility · 1Y11.7%

0.9%Yield3.0%

$190MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FAN0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FAN, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FAN0.92%$92

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FAN$92 − $61 = $31

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FAN, SCHD

Today

0.1%most shared, FAN and SCHD

FANSCHD

FAN—0.1%

SCHD0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FANWorst drop−20.2%20.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFAN

+32.3%Year to date+11.4%

3.0%Yield0.9%

+38.7%Past year+13.3%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026