Compare · 2 funds side by side · dividends reinvested

FBT and SCHD

FBTFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,295FBT · best of the two

02 / 04

FBT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+35.3%+45.4%+28.5%+11.6%−14.3%21.9%$3.1B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

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: FBT 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$17,295

FBT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

FBTMeasureSCHD

+35.3%Year to dateJan 1 → Nov 4+35.3%

+45.4%1 yearTotal return+41.6%

+28.5%3 years · per year$10,000 became $21,223 · $17,908+21.4%

+11.6%5 years · per year$10,000 became $17,295 · $16,881+11.0%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−14.3%Worst dropSmaller is better−6.9%

21.9%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

FBT vs SCHD: Top 5 Holdings

Today

FBT

20.3%in top 5

SCHD

in top 521.6%

FBTStockSCHD

4.8%GMABnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

4.2%REGNnot top 5

not top 5CVX4.2%

not top 5COP4.1%

3.9%EXELnot top 5

3.7%HALOnot top 5

3.7%NBIXnot top 5

Held in common3.6%

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

FBT vs SCHD Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FBTSCHDFaded: behind in that period

3–0FBT wins

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

Sector vs Income: FBT vs SCHD

YTD

First TrustFBT

+35.3%

SCHDSchwab

+35.3%

+35.3%Year to date+35.3%

−14.3%Worst drop · 1Y−6.9%

21.9%Volatility · 1Y11.5%

0.0%Yield2.9%

$3.1BAssets$121B

3–0SCHD wins

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

Cost, Income and Risk

Fees: FBT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FBT0.55%$55

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

Yields: FBT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FBT0.00%$0

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, SCHD

Today

3.6%most shared, FBT and SCHD

FBTSCHD

FBT—3.6%

SCHD3.6%—

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

Return vs Bumpiness: 2 ETFs

+45.4%FBT, at 21.9% volatility

SCHDWorst drop−6.9%11.5% vol

FBTWorst drop−14.3%21.9% vol

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

Paid More vs Made More

YTD

SCHDFBT

+35.3%Year to date+35.3%

2.9%Yield0.0%

+41.6%Past year+45.4%

0.06%Fee0.55%

2–1SCHD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026