Compare · 2 funds side by side · dividends reinvested

FCVT and SCHD

FCVTFirst 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

FCVT 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 SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+3.9%+0.4%+16.5%+3.0%−19.3%20.8%$77M2.0

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: FCVT 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $77M$11,591

FCVT

SCHD

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

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

FCVTMeasureSCHD

+3.9%Year to dateJan 1 → Nov 4+35.3%

+0.4%1 yearTotal return+41.6%

+16.5%3 years · per year$10,000 became $15,818 · $17,908+21.4%

+3.0%5 years · per year$10,000 became $11,591 · $16,881+11.0%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

1.23%Trailing 12-mo yield$123 · $291 a year on $10k2.91%

−19.3%Worst dropSmaller is better−6.9%

20.8%VolatilityLower is calmer11.5%

FCVTSCHD 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

FCVT vs SCHD: Top 5 Holdings

Today

FCVT

8.6%in top 5

SCHD

in top 521.6%

FCVTStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%GOOGMnot top 5

1.5%METAMnot top 5

1.1%SMCIPnot top 5

1.1%MCHPPnot top 5

1.1%WFC-PLnot top 5

Held in common0.0%

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

FCVT vs SCHD Returns, Every Period

First TrustFCVT

+3.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FCVTSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: FCVT vs SCHD

YTD

First TrustFCVT

+3.9%

SCHDSchwab

+35.3%

+3.9%Year to date+35.3%

−19.3%Worst drop · 1Y−6.9%

20.8%Volatility · 1Y11.5%

1.2%Yield2.9%

$77.0MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FCVT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FCVT0.95%$95

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

Yields: FCVT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FCVT1.23%$123

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FCVT$123 − $95 = $28

KeptFee

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

Overlap: FCVT, SCHD

Today

0.0%most shared, FCVT and SCHD

FCVTSCHD

FCVT—0.0%

SCHD0.0%—

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

FCVTWorst drop−19.3%20.8% vol

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

Paid More vs Made More

YTD

SCHDFCVT

+35.3%Year to date+3.9%

2.9%Yield1.2%

+41.6%Past year+0.4%

0.06%Fee0.95%

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