Compare · 2 funds side by side · dividends reinvested

FGSI and SCHD

FGSIFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

FGSI 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%$121B1.1

FT Vest Growth Strength & Target Income ETFIncome · Dividend stocks0.85%8.31%+8.6%+7.9%[…][…]−8.3%12.7%$2M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FGSI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Growth Strength & Target Income ETF · $2M[…]

FGSI

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

FGSIMeasureSCHD

+8.6%Year to dateJan 1 → Nov 4+35.3%

+7.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

8.31%Trailing 12-mo yield$831 · $291 a year on $10k2.91%

−8.3%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.5%

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

1–5SCHD wins

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

More Ways to See the Pairs

FGSI vs SCHD: Top 5 Holdings

Today

FGSI

11.2%in top 5

SCHD

in top 521.6%

FGSIStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.3%VRTnot top 5

2.2%LLYnot top 5

2.2%UTHRnot top 5

2.2%BXnot top 5

2.2%DALnot top 5

Held in common2.8%

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

FGSI vs SCHD Returns, Every Period

First TrustFGSI

+7.9%

past year

SCHDSchwab

+41.6%

past year

FGSISCHDFaded: behind in that period

0–2SCHD wins

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

FGSI vs SCHD

YTD

First TrustFGSI

+8.6%

SCHDSchwab

+35.3%

+8.6%Year to date+35.3%

−8.3%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.5%

8.3%Yield2.9%

$2.0MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FGSI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FGSI0.85%$85

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

Yields: FGSI, SCHD

8.31%highest, FGSI

FundTrailing yieldYield$10k

FGSI8.31%$831

SCHD2.91%$291

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

Income After Fees on $10,000

$746most kept, FGSI

FGSI$831 − $85 = $746

SCHD$291 − $6 = $285

KeptFee

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

Overlap: FGSI, SCHD

Today

2.8%most shared, FGSI and SCHD

FGSISCHD

FGSI—2.8%

SCHD2.8%—

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

FGSIWorst drop−8.3%12.7% vol

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

Paid More vs Made More

YTD

FGSISCHD

+8.6%Year to date+35.3%

8.3%Yield2.9%

+7.9%Past year+41.6%

0.85%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