Compare · 3 funds side by side · dividends reinvested

FEX, SCHD and VUG

FEXFirst Trust×SCHDSchwab×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

FEX, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.00%+16.7%+17.9%+20.6%+9.8%−6.6%13.5%$1.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FEX 2007 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$15,967

FEX

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

FEXMeasure

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FEX vs SCHD: Top 5 Holdings

Today

FEX

2.8%in top 5

SCHD

in top 521.8%

FEXStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FEX, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FEX0.57%$57

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FEX, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SCHD

+16.7%Year to dateJan 1 → Nov 13+34.9%

+17.9%1 yearTotal return+37.5%

+20.6%3 years · per year$10,000 became $17,545 · $17,374+20.2%

+9.8%5 years · per year$10,000 became $15,967 · $16,418+10.4%

0.57%Expense ratio$57 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $292 a year on $10k2.92%

−6.6%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%SNnot top 5

Held in common10.7%

End-of-day Nov 13, 2026 · share of each fund

FEX vs SCHD Returns, Every Period

5Y

First TrustFEX

+9.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FEXSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FEX vs SCHD

YTD

First TrustFEX

+16.7%

SCHDSchwab

+34.9%

+16.7%Year to date+34.9%

−6.6%Worst drop · 1Y−6.9%

13.5%Volatility · 1Y11.7%

1.0%Yield2.9%

$1.6BAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

FEX1.00%$100

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

FEX$100 − $57 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FEX, SCHD, VUG

Today

13.8%most shared, FEX and VUG

FEXSCHDVUG

FEX—10.7%13.8%

SCHD10.7%—0.8%

VUG13.8%0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FEXWorst drop−6.6%13.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFEX

+34.9%Year to date+16.7%

2.9%Yield1.0%

+37.5%Past year+17.9%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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FEX, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three