Compare · 2 funds side by side · dividends reinvested

FKU and SCHD

FKUFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

FKU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.75%+11.9%+22.8%+26.0%+9.2%−14.2%18.3%$37M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FKU 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust United Kingdom AlphaDEX Fund · $37M$15,546

FKU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

FKUMeasureSCHD

+11.9%Year to dateJan 1 → Nov 5+32.3%

+22.8%1 yearTotal return+38.7%

+26.0%3 years · per year$10,000 became $19,993 · $17,414+20.3%

+9.2%5 years · per year$10,000 became $15,546 · $16,375+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

3.75%Trailing 12-mo yield$375 · $298 a year on $10k2.98%

−14.2%Worst dropSmaller is better−6.9%

18.3%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

FKU vs SCHD: Top 5 Holdings

Today

FKU

12.7%in top 5

SCHD

in top 521.7%

FKUStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.8%KGF.Lnot top 5

2.7%SHEL.Lnot top 5

2.6%EZJ.Lnot top 5

2.4%SDLF.Lnot top 5

2.3%CCC.Lnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FKU vs SCHD Returns, Every Period

First TrustFKU

+9.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FKUSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: FKU vs SCHD

YTD

First TrustFKU

+11.9%

SCHDSchwab

+32.3%

+11.9%Year to date+32.3%

−14.2%Worst drop · 1Y−6.9%

18.3%Volatility · 1Y11.7%

3.7%Yield3.0%

$36.6MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FKU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FKU0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FKU, SCHD

3.75%highest, FKU

FundTrailing yieldYield$10k

FKU3.75%$375

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$295most kept, FKU

FKU$375 − $80 = $295

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FKU, SCHD

Today

0.0%most shared, FKU and SCHD

FKUSCHD

FKU—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FKUWorst drop−14.2%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FKUSCHD

+11.9%Year to date+32.3%

3.7%Yield3.0%

+22.8%Past year+38.7%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026