Compare · 3 funds side by side · dividends reinvested

FCEF, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

FCEF, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

First Trust Income Opportunities ETFIncome · Dividend stocks0.85%7.13%+6.2%+7.8%+17.3%+5.2%−7.0%8.2%$80M2.4

Rank among the three1st → 3rdFee, 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: FCEF 2016 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Income Opportunities ETF · $80M$12,876

FCEF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

FCEFMeasureSCHD

+6.2%Year to dateJan 1 → Nov 4+35.3%

+7.8%1 yearTotal return+41.6%

+17.3%3 years · per year$10,000 became $16,136 · $17,908+21.4%

+5.2%5 years · per year$10,000 became $12,876 · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

7.13%Trailing 12-mo yield$713 · $291 a year on $10k2.91%

−7.0%Worst dropSmaller is better−6.9%

8.2%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

FCEF vs SCHD: Top 5 Holdings

Today

FCEF

16.9%in top 5

SCHD

in top 521.6%

FCEFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.9%VRIGnot top 5

3.3%ETGnot top 5

3.3%EVTnot top 5

3.3%ETOnot top 5

3.2%HTDnot top 5

Held in common0.0%

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

FCEF vs SCHD Returns, Every Period

First TrustFCEF

+5.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FCEFSCHDFaded: behind in that period

0–4SCHD wins

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

FCEF vs SCHD

YTD

First TrustFCEF

+6.2%

SCHDSchwab

+35.3%

+6.2%Year to date+35.3%

−7.0%Worst drop · 1Y−6.9%

8.2%Volatility · 1Y11.5%

7.1%Yield2.9%

$80.2MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: FCEF, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

FCEF0.85%$85

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

Yields: FCEF, SCHD, VOO

7.13%highest, FCEF

FundTrailing yieldYield$10k

FCEF7.13%$713

SCHD2.91%$291

VOO1.05%$105

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

Income After Fees on $10,000

$628most kept, FCEF

FCEF$713 − $85 = $628

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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

Overlap: FCEF, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

FCEFSCHDVOO

FCEF—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

FCEFWorst drop−7.0%8.2% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

FCEFSCHD

+6.2%Year to date+35.3%

7.1%Yield2.9%

+7.8%Past year+41.6%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026