Compare · 2 funds side by side · dividends reinvested

FEX and SCHD

FEXFirst Trust×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

FEX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.3

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.00%+16.7%+18.2%+20.5%+9.9%−6.6%13.5%$1.6B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: FEX 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,011

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

SCHDMeasureFEX

+34.2%

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SCHD vs FEX: Top 5 Holdings

Today

SCHD

21.7%in top 5

FEX

in top 52.8%

SCHDStockFEX

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: FEX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FEX0.57%$57

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FEX, SCHD

1Y

2.93%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+16.7%

+36.8%1 yearTotal return+18.2%

+19.9%3 years · per year$10,000 became $17,257 · $17,504+20.5%

+10.4%5 years · per year$10,000 became $16,429 · $16,011+9.9%

0.06%Expense ratio$6 · $57 a year on $10k · lower is better0.57%

2.93%Trailing 12-mo yield$293 · $100 a year on $10k1.00%

−6.9%Worst dropSmaller is better−6.6%

11.7%VolatilityLower is calmer13.5%

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

6–2SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FISV0.6%

not top 5PTC0.6%

not top 5ROP0.6%

not top 5STZ0.5%

not top 5SN0.5%

Held in common10.6%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs FEX Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

FEXFirst Trust

+9.9%

5 years, per year

SCHDFEXFaded: behind in that period

3–1SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs FEX

YTD

SchwabSCHD

+34.2%

FEXFirst Trust

+16.7%

+34.2%Year to date+16.7%

−6.9%Worst drop · 1Y−6.6%

11.7%Volatility · 1Y13.5%

2.9%Yield1.0%

$123BAssets$1.6B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SCHD2.93%$293

FEX1.00%$100

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

FEX$100 − $57 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FEX, SCHD

Today

10.6%most shared, FEX and SCHD

FEXSCHD

FEX—10.6%

SCHD10.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FEXWorst drop−6.6%13.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFEX

+34.2%Year to date+16.7%

2.9%Yield1.0%

+36.8%Past year+18.2%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FEX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two