Compare · 2 funds side by side · dividends reinvested

FIXD and SCHD

FIXDFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

FIXD 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%$120B1.4

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.6%+5.1%−0.8%−5.4%4.4%$2.8B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FIXD 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,630

FIXD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

FIXDMeasureSCHD

−1.2%Year to dateJan 1 → Nov 6+31.4%

−0.6%1 yearTotal return+37.0%

+5.1%3 years · per year$10,000 became $11,606 · $17,266+20.0%

−0.8%5 years · per year$10,000 became $9,630 · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

4.82%Trailing 12-mo yield$482 · $300 a year on $10k3.00%

−5.4%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIXD vs SCHD: Top 5 Holdings

Today

FIXD

0.3%in top 5

SCHD

in top 521.4%

FIXDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FIXD vs SCHD Returns, Every Period

First TrustFIXD

−0.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FIXDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FIXD vs SCHD

YTD

First TrustFIXD

−1.2%

SCHDSchwab

+31.4%

−1.2%Year to date+31.4%

−5.4%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.7%

4.8%Yield3.0%

$2.8BAssets$120B

3–1FIXD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIXD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FIXD0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FIXD, SCHD

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FIXD, SCHD

Today

0.0%most shared, FIXD and SCHD

FIXDSCHD

FIXD—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

FIXDWorst drop−5.4%4.4% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDSCHD

−1.2%Year to date+31.4%

4.8%Yield3.0%

−0.6%Past year+37.0%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026