Compare · 2 funds side by side · dividends reinvested

FID and SCHD

FIDFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

FID and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.98%+12.2%+18.7%+21.9%+9.0%−8.9%10.3%$170M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FID 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P International Dividend Aristocrats ETF · $170M$15,405

FID

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

FIDMeasureSCHD

+12.2%Year to dateJan 1 → Nov 3+32.8%

+18.7%1 yearTotal return+37.6%

+21.9%3 years · per year$10,000 became $18,118 · $17,784+21.2%

+9.0%5 years · per year$10,000 became $15,405 · $16,352+10.3%

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

3.98%Trailing 12-mo yield$398 · $297 a year on $10k2.97%

−8.9%Worst dropSmaller is better−6.9%

10.3%VolatilityLower is calmer11.4%

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

3–5SCHD wins

End-of-day Nov 3, 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

12.0%in top 5

SCHD

in top 521.4%

FIDStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.6%LGEN.Lnot top 5

2.5%0992.HKnot top 5

2.4%TEP.PAnot top 5

2.3%APA.AXnot top 5

2.1%CNQ.TOnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FID vs SCHD Returns, Every Period

First TrustFID

+9.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FIDSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FID vs SCHD

YTD

First TrustFID

+12.2%

SCHDSchwab

+32.8%

+12.2%Year to date+32.8%

−8.9%Worst drop · 1Y−6.9%

10.3%Volatility · 1Y11.4%

4.0%Yield3.0%

$170MAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FID, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FID0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FID, SCHD

3.98%highest, FID

FundTrailing yieldYield$10k

FID3.98%$398

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$338most kept, FID

FID$398 − $60 = $338

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FID, SCHD

Today

0.0%most shared, FID and SCHD

FIDSCHD

FID—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

FIDWorst drop−8.9%10.3% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FIDSCHD

+12.2%Year to date+32.8%

4.0%Yield3.0%

+18.7%Past year+37.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026