Compare · 3 funds side by side · dividends reinvested

FGD, SNPD and SCHD

FGDFirst Trust×SNPDXtrackers×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,710FGD · best of the three

02 / 04

FGD, SNPD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.65%+16.3%+24.9%+26.2%+12.1%−9.8%12.7%$1.6B2.1

Xtrackers S&P Dividend Aristocrats Screened ETFIncome · Dividend stocks0.15%3.07%+19.6%+24.0%+14.8%[…]−8.7%12.3%$4M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: FGD 2007 · SNPD 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,710

FGD

SNPD

Xtrackers S&P Dividend Aristocrats Screened ETF · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

FGDMeasureSNPD

+16.3%Year to dateJan 1 → Nov 5+19.6%

+24.9%1 yearTotal return+24.0%

+26.2%3 years · per year$10,000 became $20,119 · $15,137+14.8%

+12.1%5 years · per year$10,000 became $17,710 · […][…]

0.55%Expense ratio$55 · $15 a year on $10k · lower is better0.15%

5.65%Trailing 12-mo yield$565 · $307 a year on $10k3.07%

−9.8%Worst dropSmaller is better−8.7%

12.7%VolatilityLower is calmer12.3%

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

3–4SNPD wins

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

More Ways to See the Pairs

FGD vs SNPD: Top 5 Holdings

Today

FGD

10.2%in top 5

SNPD

in top 514.3%

FGDStockSNPD

2.8%RHI3.7%

not top 5VZ3.0%

not top 5BBY2.9%

not top 5AMCR2.4%

not top 5TGT2.3%

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 common7.3%

End-of-day Nov 5, 2026 · share of each fund

FGD vs SNPD Returns, Every Period

First TrustFGD

+24.9%

past year

SNPDXtrackers

+24.0%

past year

FGDSNPDFaded: behind in that period

2–1FGD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FGD vs SNPD

YTD

First TrustFGD

+16.3%

SNPDXtrackers

+19.6%

+16.3%Year to date+19.6%

−9.8%Worst drop · 1Y−8.7%

12.7%Volatility · 1Y12.3%

5.6%Yield3.1%

$1.6BAssets$3.8M

3–1SNPD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, SNPD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SNPD0.15%$15

FGD0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FGD, SNPD, SCHD

5.65%highest, FGD

FundTrailing yieldYield$10k

FGD5.65%$565

SNPD3.07%$307

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

SNPD$307 − $15 = $292

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FGD, SNPD, SCHD

Today

16.5%most shared, SNPD and SCHD

FGDSNPDSCHD

FGD—7.3%5.4%

SNPD7.3%—16.5%

SCHD5.4%16.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SNPDWorst drop−8.7%12.3% vol

FGDWorst drop−9.8%12.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+16.3%Year to date+32.3%

5.6%Yield3.0%

+24.9%Past year+38.7%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026