Compare · 3 funds side by side · dividends reinvested

FCG, SCHD and GLD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,656GLD · best of the three

02 / 04

FCG, SCHD and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

First Trust Natural Gas ETFCommodities · Oil & gas0.59%2.36%+21.4%+26.4%+4.2%+11.4%−19.7%29.0%$600M2.3

SPDR Gold SharesCommodities · Gold0.40%0.00%−4.2%+3.7%+27.3%+17.8%−28.3%29.0%$136B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FCG 2007 · SCHD 2011 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Natural Gas ETF · $600M$17,158

FCG

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

FCGMeasureSCHD

+21.4%Year to dateJan 1 → Nov 9+33.2%

+26.4%1 yearTotal return+39.1%

+4.2%3 years · per year$10,000 became $11,311 · $17,123+19.6%

+11.4%5 years · per year$10,000 became $17,158 · $16,459+10.5%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

2.36%Trailing 12-mo yield$236 · $296 a year on $10k2.96%

−19.7%Worst dropSmaller is better−6.9%

29.0%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCG vs SCHD: Top 5 Holdings

Today

FCG

23.0%in top 5

SCHD

in top 521.4%

FCGStockSCHD

5.2%COPnot top 5

5.0%EOGnot top 5

not top 5PG4.4%

4.4%OXYnot top 5

not top 5TXN4.3%

not top 5KO4.3%

4.3%RRCnot top 5

not top 5HD4.3%

4.2%DVNnot top 5

not top 5AMGN4.1%

Held in common7.4%

End-of-day Nov 9, 2026 · share of each fund

FCG vs SCHD Returns, Every Period

First TrustFCG

+11.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FCGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Commodities vs Income: FCG vs SCHD

YTD

First TrustFCG

+21.4%

SCHDSchwab

+33.2%

+21.4%Year to date+33.2%

−19.7%Worst drop · 1Y−6.9%

29.0%Volatility · 1Y11.8%

2.4%Yield3.0%

$600MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCG, SCHD, GLD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GLD0.40%$40

FCG0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FCG, SCHD, GLD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FCG2.36%$236

GLD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FCG$236 − $59 = $177

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FCG, SCHD, GLD

Today

7.4%most shared, FCG and SCHD

FCGSCHDGLD

FCG—7.4%[…]

SCHD7.4%—[…]

GLD[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FCGWorst drop−19.7%29.0% vol

GLDWorst drop−28.3%29.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFCG

+33.2%Year to date+21.4%

3.0%Yield2.4%

+39.1%Past year+26.4%

0.06%Fee0.59%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026