Compare · 4 funds side by side · dividends reinvested

FDN, SCHD, VIG and XLF

FDNFirst Trust×SCHDSchwab×VIGVanguard×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

FDN, SCHD, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.8

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%−0.2%−0.9%+20.0%+1.9%−18.5%21.9%$4.7B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDN 2006 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.7B$10,987

FDN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

FDNMeasureSCHD

−0.2%Year to dateJan 1 → Nov 9+33.2%

−0.9%1 yearTotal return+39.1%

+20.0%3 years · per year$10,000 became $17,283 · $17,123+19.6%

+1.9%5 years · per year$10,000 became $10,987 · $16,459+10.5%

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

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

−18.5%Worst dropSmaller is better−6.9%

21.9%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 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

40.8%in top 5

SCHD

in top 521.4%

FDNStockSCHD

11.3%AMZNnot top 5

10.3%METAnot top 5

8.2%CSCOnot top 5

5.8%NFLXnot top 5

5.2%GOOGLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDN vs SCHD Returns, Every Period

First TrustFDN

+1.9%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FDNSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: FDN vs SCHD

YTD

First TrustFDN

−0.2%

SCHDSchwab

+33.2%

−0.2%Year to date+33.2%

−18.5%Worst drop · 1Y−6.9%

21.9%Volatility · 1Y11.8%

0.0%Yield3.0%

$4.7BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDN, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLF0.08%$8

FDN0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDN, SCHD, VIG, XLF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

XLF1.42%$142

FDN0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

XLF$142 − $8 = $134

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDN, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

FDNSCHDVIGXLF

FDN—0.0%2.9%0.6%

SCHD0.0%—14.5%3.4%

VIG2.9%14.5%—19.5%

XLF0.6%3.4%19.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% vol

FDNWorst drop−18.5%21.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026