Compare · 3 funds side by side · dividends reinvested

FID, FGD and SCHD

FIDFirst Trust×FGDFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,605FGD · best of the three

02 / 04

FID, FGD and SCHD, 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%$120B1.8

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

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.97%+12.4%+17.8%+20.2%+9.3%−8.9%10.7%$167M2.4

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: FID 2013 · FGD 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P International Dividend Aristocrats ETF · $167M$15,622

FID

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FIDMeasureSCHD

+12.4%Year to dateJan 1 → Nov 9+33.2%

+17.8%1 yearTotal return+39.1%

+20.2%3 years · per year$10,000 became $17,359 · $17,123+19.6%

+9.3%5 years · per year$10,000 became $15,622 · $16,459+10.5%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

3.97%Trailing 12-mo yield$397 · $296 a year on $10k2.96%

−8.9%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.8%

FIDSCHD 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

FID vs SCHD: Top 5 Holdings

Today

FID

11.4%in top 5

SCHD

in top 521.4%

FIDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.6%LGEN.Lnot top 5

2.4%0992.HKnot top 5

2.3%APA.AXnot top 5

2.1%TEP.PAnot top 5

2.0%DNB.OLnot top 5

Held in common0.0%

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

FID vs SCHD Returns, Every Period

First TrustFID

+9.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FIDSCHDFaded: behind in that period

1–3SCHD wins

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

FID vs FGD

YTD

First TrustFID

+12.4%

FGDFirst Trust

+16.1%

+12.4%Year to date+16.1%

−8.9%Worst drop · 1Y−9.8%

10.7%Volatility · 1Y13.0%

4.0%Yield5.7%

$167MAssets$1.6B

2–2level

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

Cost, Income and Risk

Fees: FID, FGD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FGD0.55%$55

FID0.60%$60

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

Yields: FID, FGD, SCHD

5.66%highest, FGD

FundTrailing yieldYield$10k

FGD5.66%$566

FID3.97%$397

SCHD2.96%$296

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

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

FID$397 − $60 = $337

SCHD$296 − $6 = $290

KeptFee

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

Overlap: FID, FGD, SCHD

Today

10.0%most shared, FID and FGD

FIDFGDSCHD

FID—10.0%0.0%

FGD10.0%—5.4%

SCHD0.0%5.4%—

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

FIDWorst drop−8.9%10.7% vol

SCHDWorst drop−6.9%11.8% vol

FGDWorst drop−9.8%13.0% 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026