Compare · 2 funds side by side · dividends reinvested

FGD and SCHD

FGDFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,978FGD · best of the two

02 / 04

FGD 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%$121B1.4

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.58%+17.8%+25.1%+26.7%+12.4%−9.8%12.7%$1.6B1.6

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: FGD 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,978

FGD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

FGDMeasureSCHD

+17.8%Year to dateJan 1 → Nov 4+35.3%

+25.1%1 yearTotal return+41.6%

+26.7%3 years · per year$10,000 became $20,344 · $17,908+21.4%

+12.4%5 years · per year$10,000 became $17,978 · $16,881+11.0%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

5.58%Trailing 12-mo yield$558 · $291 a year on $10k2.91%

−9.8%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FGD vs SCHD: Top 5 Holdings

Today

FGD

10.2%in top 5

SCHD

in top 521.6%

FGDStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.8%RHInot top 5

2.0%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common5.3%

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

FGD vs SCHD Returns, Every Period

First TrustFGD

+12.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FGDSCHDFaded: behind in that period

2–2Level

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

FGD vs SCHD

YTD

First TrustFGD

+17.8%

SCHDSchwab

+35.3%

+17.8%Year to date+35.3%

−9.8%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.5%

5.6%Yield2.9%

$1.6BAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FGD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FGD0.55%$55

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

Yields: FGD, SCHD

5.58%highest, FGD

FundTrailing yieldYield$10k

FGD5.58%$558

SCHD2.91%$291

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

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

SCHD$291 − $6 = $285

KeptFee

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

Overlap: FGD, SCHD

Today

5.3%most shared, FGD and SCHD

FGDSCHD

FGD—5.3%

SCHD5.3%—

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

FGDWorst drop−9.8%12.7% vol

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

Paid More vs Made More

YTD

FGDSCHD

+17.8%Year to date+35.3%

5.6%Yield2.9%

+25.1%Past year+41.6%

0.55%Fee0.06%

3–1SCHD 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