Compare · 2 funds side by side · dividends reinvested

FDN and SCHD

FDNFirst 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

FDN 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%$121B1.1

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%+1.3%−4.0%+21.8%+2.5%−20.4%21.5%$4.7B1.9

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: FDN 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.7B$11,294

FDN

SCHD

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

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

FDNMeasureSCHD

+1.3%Year to dateJan 1 → Nov 4+35.3%

−4.0%1 yearTotal return+41.6%

+21.8%3 years · per year$10,000 became $18,059 · $17,908+21.4%

+2.5%5 years · per year$10,000 became $11,295 · $16,881+11.0%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−20.4%Worst dropSmaller is better−6.9%

21.5%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

FDN vs SCHD: Top 5 Holdings

Today

FDN

40.6%in top 5

SCHD

in top 521.6%

FDNStockSCHD

10.7%AMZNnot top 5

10.3%METAnot top 5

8.9%CSCOnot top 5

5.7%NFLXnot top 5

5.1%GOOGLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

FDN vs SCHD Returns, Every Period

First TrustFDN

+2.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FDNSCHDFaded: behind in that period

1–3SCHD wins

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

Sector vs Income: FDN vs SCHD

YTD

First TrustFDN

+1.3%

SCHDSchwab

+35.3%

+1.3%Year to date+35.3%

−20.4%Worst drop · 1Y−6.9%

21.5%Volatility · 1Y11.5%

0.0%Yield2.9%

$4.7BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDN0.49%$49

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

Yields: FDN, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FDN0.00%$0

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FDN$0 − $49 = −$49

KeptFee

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

Overlap: FDN, SCHD

Today

0.0%most shared, FDN and SCHD

FDNSCHD

FDN—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

FDNWorst drop−20.4%21.5% vol

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

Paid More vs Made More

YTD

SCHDFDN

+35.3%Year to date+1.3%

2.9%Yield0.0%

+41.6%Past year−4.0%

0.06%Fee0.49%

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