Compare · 2 funds side by side · dividends reinvested

FEP and SCHD

FEPFirst Trust×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeFEP · 3.03% · $303 a year on $10k

Story of the two · RiskSmallest drop

FEP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.3

First Trust Europe AlphaDEX FundInternational · Region & country0.80%3.03%+9.4%+17.2%+25.4%+9.5%−12.1%17.8%$488M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FEP 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Europe AlphaDEX Fund · $488M$15,766

FEP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

FEPMeasureSCHD

+9.4%

More Ways to See the Pairs

FEP vs SCHD: Top 5 Holdings

Today

FEP

4.6%in top 5

SCHD

in top 521.4%

FEPStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FEP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FEP0.80%$80

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

Yields: FEP, SCHD

1Y

3.03%highest, FEP

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+33.8%

+17.2%1 yearTotal return+38.8%

+25.4%3 years · per year$10,000 became $19,699 · $17,062+19.5%

+9.5%5 years · per year$10,000 became $15,766 · $16,428+10.4%

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

3.03%Trailing 12-mo yield$303 · $294 a year on $10k2.94%

−12.1%Worst dropSmaller is better−6.9%

17.8%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%FRAS.Lnot top 5

1.0%BZU.MInot top 5

0.9%SOF.BRnot top 5

0.9%SDLF.Lnot top 5

0.9%LGEN.Lnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

FEP vs SCHD Returns, Every Period

5Y

First TrustFEP

+9.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FEPSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: FEP vs SCHD

YTD

First TrustFEP

+9.4%

SCHDSchwab

+33.8%

+9.4%Year to date+33.8%

−12.1%Worst drop · 1Y−6.9%

17.8%Volatility · 1Y11.8%

3.0%Yield2.9%

$488MAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FEP3.03%$303

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FEP$303 − $80 = $223

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FEP, SCHD

Today

0.0%most shared, FEP and SCHD

FEPSCHD

FEP—0.0%

SCHD0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FEPWorst drop−12.1%17.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FEPSCHD

+9.4%Year to date+33.8%

3.0%Yield2.9%

+17.2%Past year+38.8%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FEP and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two