Compare · 3 funds side by side · dividends reinvested

FDEC, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

FDEC, SCHD and DGRO, 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%$120B1.8

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+7.0%+10.1%+16.7%+9.9%−5.8%8.2%$1.3B2.5

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: FDEC 2020 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,053

FDEC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

FDECMeasureSCHD

+7.0%Year to dateJan 1 → Nov 6+31.4%

+10.1%1 yearTotal return+37.0%

+16.7%3 years · per year$10,000 became $15,890 · $17,266+20.0%

+9.9%5 years · per year$10,000 became $16,053 · $16,267+10.2%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−5.8%Worst dropSmaller is better−6.9%

8.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

FDEC vs SCHD: Top 5 Holdings

Today

FDEC

[…]in top 5

SCHD

in top 521.4%

FDECStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

FDEC vs SCHD Returns, Every Period

First TrustFDEC

+9.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FDECSCHDFaded: behind in that period

0–4SCHD wins

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

Defined Outcome vs Income: FDEC vs SCHD

YTD

First TrustFDEC

+7.0%

SCHDSchwab

+31.4%

+7.0%Year to date+31.4%

−5.8%Worst drop · 1Y−6.9%

8.2%Volatility · 1Y11.7%

0.0%Yield3.0%

$1.3BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: FDEC, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FDEC0.85%$85

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

Yields: FDEC, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

FDEC0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

FDEC$0 − $85 = −$85

KeptFee

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

Overlap: FDEC, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

FDECSCHDDGRO

FDEC—[…][…]

SCHD[…]—21.3%

DGRO[…]21.3%—

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

FDECWorst drop−5.8%8.2% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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