Compare · 3 funds side by side · dividends reinvested

FCA, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

FCA, SCHD and SMH, 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%$120B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.1

First Trust China AlphaDEX FundThematic · China0.80%5.86%−10.0%−10.3%+15.2%+1.6%−29.3%22.1%$29M2.5

Rank among the three1st → 3rdFee, 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: FCA 2011 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust China AlphaDEX Fund · $29M$10,826

FCA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FCAMeasureSCHD

−10.0%Year to dateJan 1 → Nov 5+32.3%

−10.3%1 yearTotal return+38.7%

+15.2%3 years · per year$10,000 became $15,296 · $17,414+20.3%

+1.6%5 years · per year$10,000 became $10,826 · $16,375+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

5.86%Trailing 12-mo yield$586 · $298 a year on $10k2.98%

−29.3%Worst dropSmaller is better−6.9%

22.1%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

FCA vs SCHD: Top 5 Holdings

Today

FCA

20.7%in top 5

SCHD

in top 521.7%

FCAStockSCHD

4.9%1919.HKnot top 5

not top 5TXN4.7%

4.4%0857.HKnot top 5

not top 5PG4.4%

not top 5HD4.3%

4.3%2688.HKnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

3.6%0788.HKnot top 5

3.4%2628.HKnot top 5

Held in common0.0%

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

FCA vs SCHD Returns, Every Period

First TrustFCA

+1.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FCASCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: FCA vs SCHD

YTD

First TrustFCA

−10.0%

SCHDSchwab

+32.3%

−10.0%Year to date+32.3%

−29.3%Worst drop · 1Y−6.9%

22.1%Volatility · 1Y11.7%

5.9%Yield3.0%

$28.5MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FCA, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

FCA0.80%$80

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

Yields: FCA, SCHD, SMH

5.86%highest, FCA

FundTrailing yieldYield$10k

FCA5.86%$586

SCHD2.98%$298

SMH0.25%$25

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

Income After Fees on $10,000

$506most kept, FCA

FCA$586 − $80 = $506

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

KeptFee

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

Overlap: FCA, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

FCASCHDSMH

FCA—0.0%0.0%

SCHD0.0%—8.6%

SMH0.0%8.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FCAWorst drop−29.3%22.1% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

FCASCHD

−10.0%Year to date+32.3%

5.9%Yield3.0%

−10.3%Past year+38.7%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026