Compare · 3 funds side by side · dividends reinvested

FGD, SCHD and QQQ

FGDFirst Trust×SCHDSchwab×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

FGD, SCHD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.66%+16.1%+22.8%+24.9%+12.0%−9.8%13.0%$1.6B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: FGD 2007 · SCHD 2011 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,605

FGD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

FGDMeasureSCHD

+16.1%Year to dateJan 1 → Nov 9+33.2%

+22.8%1 yearTotal return+39.1%

+24.9%3 years · per year$10,000 became $19,504 · $17,123+19.6%

+12.0%5 years · per year$10,000 became $17,605 · $16,459+10.5%

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

5.66%Trailing 12-mo yield$566 · $296 a year on $10k2.96%

−9.8%Worst dropSmaller is better−6.9%

13.0%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 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

9.8%in top 5

SCHD

in top 521.4%

FGDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.7%RHInot top 5

2.0%017800.Knot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

1.6%HPQnot top 5

Held in common5.4%

End-of-day Nov 9, 2026 · share of each fund

FGD vs SCHD Returns, Every Period

First TrustFGD

+12.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FGDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FGD vs SCHD

YTD

First TrustFGD

+16.1%

SCHDSchwab

+33.2%

+16.1%Year to date+33.2%

−9.8%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.8%

5.7%Yield3.0%

$1.6BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, SCHD, QQQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

FGD0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FGD, SCHD, QQQ

5.66%highest, FGD

FundTrailing yieldYield$10k

FGD5.66%$566

SCHD2.96%$296

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

SCHD$296 − $6 = $290

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FGD, SCHD, QQQ

Today

5.6%most shared, SCHD and QQQ

FGDSCHDQQQ

FGD—5.4%0.0%

SCHD5.4%—5.6%

QQQ0.0%5.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FGDWorst drop−9.8%13.0% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+16.1%Year to date+33.2%

5.7%Yield3.0%

+22.8%Past year+39.1%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026