Compare · 3 funds side by side · dividends reinvested

FPE, CWB and SCHD

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

02 / 04

FPE, CWB 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 Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.9B2.3

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.86%+3.1%+0.9%+14.0%+2.7%−17.4%18.0%$5.3B2.4

Rank among the three1st → 3rdFee, 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: FPE 2013 · CWB 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.9B$11,141

FPE

CWB

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,441

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

FPEMeasureCWB

−1.6%Year to dateJan 1 → Nov 6+3.1%

−1.0%1 yearTotal return+0.9%

+9.1%3 years · per year$10,000 became $12,986 · $14,832+14.0%

+2.2%5 years · per year$10,000 became $11,141 · $11,441+2.7%

0.83%Expense ratio$83 · $40 a year on $10k · lower is better0.40%

6.33%Trailing 12-mo yield$633 · $186 a year on $10k1.86%

−4.4%Worst dropSmaller is better−17.4%

4.2%VolatilityLower is calmer18.0%

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

3–5CWB wins

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

More Ways to See the Pairs

FPE vs CWB: Top 5 Holdings

Today

FPE

5.9%in top 5

CWB

in top 59.5%

FPEStockCWB

not top 5METAM3.2%

not top 5GOOGN2.1%

not top 5GOOGM2.1%

1.6%WFC-PL1.1%

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

not top 5SMCIP0.9%

Held in common1.1%

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

FPE vs CWB Returns, Every Period

First TrustFPE

+2.2%

5 years, per year

CWBSPDR

+2.7%

5 years, per year

FPECWBFaded: behind in that period

0–4CWB wins

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

FPE vs SCHD

YTD

First TrustFPE

−1.6%

SCHDSchwab

+31.4%

−1.6%Year to date+31.4%

−4.4%Worst drop · 1Y−6.9%

4.2%Volatility · 1Y11.7%

6.3%Yield3.0%

$5.9BAssets$120B

3–1FPE wins

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

Cost, Income and Risk

Fees: FPE, CWB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CWB0.40%$40

FPE0.83%$83

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

Yields: FPE, CWB, SCHD

6.33%highest, FPE

FundTrailing yieldYield$10k

FPE6.33%$633

SCHD3.00%$300

CWB1.86%$186

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

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

SCHD$300 − $6 = $294

CWB$186 − $40 = $146

KeptFee

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

Overlap: FPE, CWB, SCHD

Today

1.1%most shared, FPE and CWB

FPECWBSCHD

FPE—1.1%0.0%

CWB1.1%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

FPEWorst drop−4.4%4.2% vol

SCHDWorst drop−6.9%11.7% vol

CWBWorst drop−17.4%18.0% vol

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

Paid More vs Made More

YTD

FPESCHD

−1.6%Year to date+31.4%

6.3%Yield3.0%

−1.0%Past year+37.0%

0.83%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026