Compare · 2 funds side by side · dividends reinvested

FEM and SCHD

FEMFirst 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

FEM 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 Emerging Markets AlphaDEX FundInternational · Emerging0.80%2.30%+15.9%+17.7%+19.5%+7.6%−10.9%20.6%$756M2.0

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: FEM 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Emerging Markets AlphaDEX Fund · $756M$14,444

FEM

SCHD

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

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

FEMMeasureSCHD

+15.9%Year to dateJan 1 → Nov 4+35.3%

+17.7%1 yearTotal return+41.6%

+19.5%3 years · per year$10,000 became $17,068 · $17,908+21.4%

+7.6%5 years · per year$10,000 became $14,444 · $16,881+11.0%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

2.30%Trailing 12-mo yield$230 · $291 a year on $10k2.91%

−10.9%Worst dropSmaller is better−6.9%

20.6%VolatilityLower is calmer11.5%

FEMSCHD 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

FEM vs SCHD: Top 5 Holdings

Today

FEM

6.5%in top 5

SCHD

in top 521.6%

FEMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.4%TBBBnot top 5

1.4%FUNO11.Mnot top 5

1.3%KOFUBL.Mnot top 5

1.2%PTTEP.BKnot top 5

1.2%ONGC.NSnot top 5

Held in common0.0%

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

FEM vs SCHD Returns, Every Period

First TrustFEM

+7.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FEMSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: FEM vs SCHD

YTD

First TrustFEM

+15.9%

SCHDSchwab

+35.3%

+15.9%Year to date+35.3%

−10.9%Worst drop · 1Y−6.9%

20.6%Volatility · 1Y11.5%

2.3%Yield2.9%

$756MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FEM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FEM0.80%$80

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

Yields: FEM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FEM2.30%$230

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FEM$230 − $80 = $150

KeptFee

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

Overlap: FEM, SCHD

Today

0.0%most shared, FEM and SCHD

FEMSCHD

FEM—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

FEMWorst drop−10.9%20.6% vol

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

Paid More vs Made More

YTD

SCHDFEM

+35.3%Year to date+15.9%

2.9%Yield2.3%

+41.6%Past year+17.7%

0.06%Fee0.80%

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