Compare · 2 funds side by side · dividends reinvested

FCTR and SCHD

FCTRFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

FCTR and SCHD, 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%$121B1.0

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FCTR

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FCTRMeasureSCHD

−8.6%Year to dateJan 1 → Nov 4+35.3%

−10.6%1 yearTotal return+41.6%

+13.2%3 years · per year$10,000 became $14,489 · $17,908+21.4%

−0.7%5 years · per year$10,000 became $9,638 · $16,881+11.0%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.64%Trailing 12-mo yield$64 · $291 a year on $10k2.91%

−21.3%Worst dropSmaller is better−6.9%

21.2%VolatilityLower is calmer11.5%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

FCTR

11.3%in top 5

SCHD

in top 521.6%

FCTRStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.4%CRWDnot top 5

2.2%MRNAnot top 5

2.1%NETnot top 5

1.8%AXONnot top 5

1.8%SNOWnot top 5

Held in common3.4%

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

FCTR vs SCHD Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FCTRSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: FCTR vs SCHD

YTD

First TrustFCTR

−8.6%

SCHDSchwab

+35.3%

−8.6%Year to date+35.3%

−21.3%Worst drop · 1Y−6.9%

21.2%Volatility · 1Y11.5%

0.6%Yield2.9%

$45.4MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FCTR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FCTR0.65%$65

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

Yields: FCTR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FCTR0.64%$64

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FCTR$64 − $65 = −$1

KeptFee

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

Overlap: FCTR, SCHD

Today

3.4%most shared, FCTR and SCHD

FCTRSCHD

FCTR—3.4%

SCHD3.4%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% 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

SCHDFCTR

+35.3%Year to date−8.6%

2.9%Yield0.6%

+41.6%Past year−10.6%

0.06%Fee0.65%

4–0SCHD 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