Compare · 2 funds side by side · dividends reinvested

FPA and SCHD

FPAFirst Trust×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,571FPA · best of the two

Story of the two · IncomeMost incomeFPA · 4.45% · $445 a year on $10k

Story of the two · RiskSmallest drop

FPA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

First Trust Asia Pacific ex-Japan AlphaDEX FundInternational · Region & country0.80%4.45%+18.7%+15.4%+24.9%+10.6%−25.6%32.3%$104M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: FPA 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $104M$16,571

FPA

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

FPAMeasureSCHD

+18.7%

More Ways to See the Pairs

FPA vs SCHD: Top 5 Holdings

Today

FPA

9.6%in top 5

SCHD

in top 521.8%

FPAStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FPA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FPA0.80%$80

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FPA, SCHD

1Y

4.45%highest, FPA

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

+15.4%1 yearTotal return+37.5%

+24.9%3 years · per year$10,000 became $19,498 · $17,374+20.2%

+10.6%5 years · per year$10,000 became $16,571 · $16,418+10.4%

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

4.45%Trailing 12-mo yield$445 · $292 a year on $10k2.92%

−25.6%Worst dropSmaller is better−6.9%

32.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%0006.HKnot top 5

1.9%161390.Knot top 5

1.9%2618.HKnot top 5

1.9%0316.HKnot top 5

1.9%015760.Knot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FPA vs SCHD Returns, Every Period

5Y

First TrustFPA

+10.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FPASCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Income: FPA vs SCHD

YTD

First TrustFPA

+18.7%

SCHDSchwab

+34.9%

+18.7%Year to date+34.9%

−25.6%Worst drop · 1Y−6.9%

32.3%Volatility · 1Y11.7%

4.5%Yield2.9%

$104MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

FPA4.45%$445

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$365most kept, FPA

FPA$445 − $80 = $365

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FPA, SCHD

Today

0.0%most shared, FPA and SCHD

FPASCHD

FPA—0.0%

SCHD0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FPAWorst drop−25.6%32.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FPASCHD

+18.7%Year to date+34.9%

4.5%Yield2.9%

+15.4%Past year+37.5%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FPA and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two