Compare · 2 funds side by side · dividends reinvested

FMTM and SCHD

FMTMMarketDesk×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

FMTM 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%$123B1.0

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+15.5%+20.9%[…][…]−15.4%27.4%$276M2.0

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: FMTM 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

MarketDesk Focused U.S. Momentum ETF · $276M[…]

FMTM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FMTMMeasureSCHD

+15.5%Year to dateJan 1 → Nov 5+32.3%

+20.9%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.26%Trailing 12-mo yield$26 · $298 a year on $10k2.98%

−15.4%Worst dropSmaller is better−6.9%

27.4%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

FMTM vs SCHD: Top 5 Holdings

Today

FMTM

17.5%in top 5

SCHD

in top 521.7%

FMTMStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.5%MCKnot top 5

3.5%TTEKnot top 5

3.5%CBCnot top 5

3.5%PSAnot top 5

3.5%Vnot top 5

Held in common3.4%

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

FMTM vs SCHD Returns, Every Period

MarketDeskFMTM

+20.9%

past year

SCHDSchwab

+38.7%

past year

FMTMSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: FMTM vs SCHD

YTD

MarketDeskFMTM

+15.5%

SCHDSchwab

+32.3%

+15.5%Year to date+32.3%

−15.4%Worst drop · 1Y−6.9%

27.4%Volatility · 1Y11.7%

0.3%Yield3.0%

$276MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FMTM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FMTM0.45%$45

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

Yields: FMTM, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FMTM0.26%$26

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FMTM$26 − $45 = −$19

KeptFee

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

Overlap: FMTM, SCHD

Today

3.4%most shared, FMTM and SCHD

FMTMSCHD

FMTM—3.4%

SCHD3.4%—

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

FMTMWorst drop−15.4%27.4% vol

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

Paid More vs Made More

YTD

SCHDFMTM

+32.3%Year to date+15.5%

3.0%Yield0.3%

+38.7%Past year+20.9%

0.06%Fee0.45%

4–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026