Compare · 2 funds side by side · dividends reinvested

FCTR and SCHB

FCTRFirst Trust×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

FCTR and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.6%−10.6%+13.2%−0.7%−21.3%21.2%$45M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FCTR 2018 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,638

FCTR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

FCTRMeasureSCHB

−8.6%Year to dateJan 1 → Nov 4+13.3%

−10.6%1 yearTotal return+13.3%

+13.2%3 years · per year$10,000 became $14,489 · $19,056+24.0%

−0.7%5 years · per year$10,000 became $9,638 · $17,270+11.5%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.64%Trailing 12-mo yield$64 · $104 a year on $10k1.04%

−21.3%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.1%

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

0–8SCHB wins

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

More Ways to See the Pairs

FCTR vs SCHB: Top 5 Holdings

Today

FCTR

11.3%in top 5

SCHB

in top 524.4%

FCTRStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

3.4%CRWDnot top 5

not top 5AMZN3.4%

not top 5GOOGL2.2%

2.2%MRNAnot top 5

2.1%NETnot top 5

1.8%AXONnot top 5

1.8%SNOWnot top 5

Held in common17.7%

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

FCTR vs SCHB Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

FCTRSCHBFaded: behind in that period

0–4SCHB wins

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

FCTR vs SCHB

YTD

First TrustFCTR

−8.6%

SCHBSchwab

+13.3%

−8.6%Year to date+13.3%

−21.3%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y13.1%

0.6%Yield1.0%

$45.4MAssets$44.0B

4–0SCHB wins

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

Cost, Income and Risk

Fees: FCTR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

FCTR0.65%$65

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

Yields: FCTR, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

FCTR0.64%$64

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

FCTR$64 − $65 = −$1

KeptFee

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

Overlap: FCTR, SCHB

Today

17.7%most shared, FCTR and SCHB

FCTRSCHB

FCTR—17.7%

SCHB17.7%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

FCTRWorst drop−21.3%21.2% vol

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

Paid More vs Made More

YTD

SCHBFCTR

+13.3%Year to date−8.6%

1.0%Yield0.6%

+13.3%Past year−10.6%

0.03%Fee0.65%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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