Compare · 3 funds side by side · dividends reinvested

FEPI, FTHI and SCHD

FEPIRexshares×FTHIFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FEPI, FTHI and SCHD, 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%$120B1.5

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.35%+3.1%+4.2%+13.6%+9.6%−5.5%10.2%$2.6B2.0

REX FANG & Innovation Equity Premium Income ETFIncome · Covered calls0.65%29.17%−3.6%−4.3%+14.6%[…]−17.5%22.4%$620M2.4

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: FEPI 2023 · FTHI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

REX FANG & Innovation Equity Premium Income ETF · $620M[…]

FEPI

FTHI

First Trust BuyWrite Income ETF · $2.6B$15,807

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

FEPIMeasureFTHI

−3.6%Year to dateJan 1 → Nov 6+3.1%

−4.3%1 yearTotal return+4.2%

+14.6%3 years · per year$10,000 became $15,061 · $14,669+13.6%

[…]5 years · per year$10,000 became […] · $15,807+9.6%

0.65%Expense ratio$65 · $75 a year on $10k · lower is better0.75%

29.17%Trailing 12-mo yield$2,917 · $935 a year on $10k9.35%

−17.5%Worst dropSmaller is better−5.5%

22.4%VolatilityLower is calmer10.2%

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

3–4FTHI wins

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

More Ways to See the Pairs

FEPI vs FTHI: Top 5 Holdings

Today

FEPI

37.5%in top 5

FTHI

in top 523.2%

FEPIStockFTHI

7.6%AAPL8.4%

7.7%AMZN2.8%

7.7%TSLAnot top 5

7.6%MSFT3.4%

7.0%ORCLnot top 5

not top 5NVDA6.0%

not top 5JPM2.7%

Held in common28.2%

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

FEPI vs FTHI Returns, Every Period

RexsharesFEPI

−4.3%

past year

FTHIFirst Trust

+4.2%

past year

FEPIFTHIFaded: behind in that period

1–2FTHI wins

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

FEPI vs FTHI

YTD

RexsharesFEPI

−3.6%

FTHIFirst Trust

+3.1%

−3.6%Year to date+3.1%

−17.5%Worst drop · 1Y−5.5%

22.4%Volatility · 1Y10.2%

29.2%Yield9.3%

$620MAssets$2.6B

3–1FTHI wins

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

Cost, Income and Risk

Fees: FEPI, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FEPI0.65%$65

FTHI0.75%$75

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

Yields: FEPI, FTHI, SCHD

29.17%highest, FEPI

FundTrailing yieldYield$10k

FEPI29.17%$2,917

FTHI9.35%$935

SCHD3.00%$300

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

Income After Fees on $10,000

$2,852most kept, FEPI

FEPI$2,917 − $65 = $2,852

FTHI$935 − $75 = $860

SCHD$300 − $6 = $294

KeptFee

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

Overlap: FEPI, FTHI, SCHD

Today

28.2%most shared, FEPI and FTHI

FEPIFTHISCHD

FEPI—28.2%0.0%

FTHI28.2%—6.0%

SCHD0.0%6.0%—

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

FTHIWorst drop−5.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

FEPIWorst drop−17.5%22.4% vol

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

Paid More vs Made More

YTD

FEPISCHD

−3.6%Year to date+31.4%

29.2%Yield3.0%

−4.3%Past year+37.0%

0.65%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026