Compare · 3 funds side by side · dividends reinvested

FCVT, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FCVT, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.9

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.28%+0.0%−2.3%+14.8%+1.9%−22.3%21.1%$78M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FCVT 2015 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

FCVT

First Trust SSI Strategic Convertible Securities ETF · $78M$10,995

$10,000 five years ago, dividends reinvested

BNDMeasureFCVT

−0.0%Year to dateJan 1 → Nov 6+0.0%

+0.6%1 yearTotal return−2.3%

+5.2%3 years · per year$10,000 became $11,637 · $15,110+14.8%

−0.1%5 years · per year$10,000 became $9,974 · $10,995+1.9%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

4.12%Trailing 12-mo yield$412 · $128 a year on $10k1.28%

−4.5%Worst dropSmaller is better−22.3%

4.0%VolatilityLower is calmer21.1%

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

5–3BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs FCVT: Top 5 Holdings

Today

BND

[…]in top 5

FCVT

in top 58.8%

BNDStockFCVT

not top 5GOOGM4.0%

not top 5METAM1.6%

not top 5WFC-PL1.2%

not top 5BAC-PL1.1%

not top 5SMCIP1.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BND vs FCVT Returns, Every Period

VanguardBND

−0.1%

5 years, per year

FCVTFirst Trust

+1.9%

5 years, per year

BNDFCVTFaded: behind in that period

1–3FCVT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BND vs SCHD

YTD

VanguardBND

−0.0%

SCHDSchwab

+31.4%

−0.0%Year to date+31.4%

−4.5%Worst drop · 1Y−6.9%

4.0%Volatility · 1Y11.7%

4.1%Yield3.0%

$161BAssets$120B

3–1BND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

FCVT0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FCVT, SCHD, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SCHD3.00%$300

FCVT1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHD$300 − $6 = $294

FCVT$128 − $95 = $33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FCVT, SCHD, BND

Today

0.0%most shared, FCVT and SCHD

FCVTSCHDBND

FCVT—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDSCHD

−0.0%Year to date+31.4%

4.1%Yield3.0%

+0.6%Past year+37.0%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026