Compare · 3 funds side by side · dividends reinvested

FGD, SPY and SCHD

FGDFirst Trust×SPYSPDR×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,607 · 2022FGD$17,480SPY$17,118SCHD$16,267Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,480FGD · best of the three
02 / 04

FGD, SPY and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B1.9
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: FGD 2007 · SPY 1993 · SCHD 2011
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Head to Head

5Y
First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480
FGD
SPY
State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

FGDMeasureSPY
+13.8%Year to dateJan 1 → Nov 6+8.7%
+20.8%1 yearTotal return+9.7%
+25.0%3 years · per year$10,000 became $19,517 · $18,039+21.7%
+11.8%5 years · per year$10,000 became $17,480 · $17,118+11.3%
0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%
5.77%Trailing 12-mo yield$577 · $103 a year on $10k1.03%
−9.8%Worst dropSmaller is better−8.9%
12.8%VolatilityLower is calmer13.6%
FGDSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
6–2FGD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

FGD vs SPY: Top 5 Holdings

Today
FGD
10.0%in top 5
SPY
in top 527.8%
FGDStockSPY
not top 5AAPL7.9%
not top 5NVDA6.9%
not top 5MSFT6.3%
not top 5AMZN4.0%
2.7%RHInot top 5
not top 5GOOGL2.6%
1.9%017800.Knot top 5
1.9%TEP.PAnot top 5
1.8%BME.Lnot top 5
1.7%OMV.VInot top 5
Held in common1.0%
End-of-day Nov 6, 2026 · share of each fund
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FGD vs SPY Returns, Every Period

5Y
First TrustFGD
+11.8%
5 years, per year
SPYSPDR
+11.3%
5 years, per year
0%+10%+20%+30%+13.8%+8.7%YTD+20.8%+9.7%1 year+25.0%+21.7%3 yrs · yr+11.8%+11.3%5 yrs · yr
FGDSPYFaded: behind in that period
4–0FGD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

FGD vs SCHD

YTD
First TrustFGD
+13.8%
SCHDSchwab
+31.4%
Jan 1Nov 6+13.8%+31.4%
+13.8%Year to date+31.4%
−9.8%Worst drop · 1Y−6.9%
12.8%Volatility · 1Y11.7%
5.8%Yield3.0%
$1.6BAssets$120B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FGD, SPY, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
SPY0.09%$9
FGD0.55%$55
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FGD, SPY, SCHD

1Y
5.77%highest, FGD
FundTrailing yieldYield$10k
FGD5.77%$577
SCHD3.00%$300
SPY1.03%$103
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$522most kept, FGD
FGD$577 − $55 = $522
SCHD$300 − $6 = $294
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FGD, SPY, SCHD

Today
8.7%most shared, SPY and SCHD
FGDSPYSCHD
FGD—1.0%5.4%
SPY1.0%—8.7%
SCHD5.4%8.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%Volatility · 1 year → bumpierSCHD +37.0%FGD +20.8%SPY +9.7%
SCHDWorst drop−6.9%11.7% vol
FGDWorst drop−9.8%12.8% vol
SPYWorst drop−8.9%13.6% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
FGDSCHD
Jan 1Nov 6+13.8%+31.4%
+13.8%Year to date+31.4%
5.8%Yield3.0%
+20.8%Past year+37.0%
0.55%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com