Compare · 3 funds side by side · dividends reinvested

FPE, SGOV 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, SGOV 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%$120B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.9B2.4

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 · SGOV 2020 · 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

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

FPEMeasureSGOV

−1.6%Year to dateJan 1 → Nov 6+3.2%

−1.0%1 yearTotal return+3.8%

+9.1%3 years · per year$10,000 became $12,986 · $11,419+4.5%

+2.2%5 years · per year$10,000 became $11,141 · $12,090+3.9%

0.83%Expense ratio$83 · $9 a year on $10k · lower is better0.09%

6.33%Trailing 12-mo yield$633 · $363 a year on $10k3.63%

−4.4%Worst dropSmaller is better0.0%

4.2%VolatilityLower is calmer0.2%

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

2–6SGOV 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 SGOV: Top 5 Holdings

Today

FPE

5.9%in top 5

SGOV

in top 5[…]

FPEStockSGOV

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common[…]

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

FPE vs SGOV Returns, Every Period

First TrustFPE

+2.2%

5 years, per year

SGOViShares

+3.9%

5 years, per year

FPESGOVFaded: behind in that period

1–3SGOV wins

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

Income vs Bonds: FPE vs SGOV

YTD

First TrustFPE

−1.6%

SGOViShares

+3.2%

−1.6%Year to date+3.2%

−4.4%Worst drop · 1Y+0.0%

4.2%Volatility · 1Y0.2%

6.3%Yield3.6%

$5.9BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: FPE, SGOV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

FPE0.83%$83

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

Yields: FPE, SGOV, SCHD

6.33%highest, FPE

FundTrailing yieldYield$10k

FPE6.33%$633

SGOV3.63%$363

SCHD3.00%$300

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

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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

Overlap: FPE, SGOV, SCHD

Today

0.0%most shared, FPE and SCHD

FPESGOVSCHD

FPE—[…]0.0%

SGOV[…]—[…]

SCHD0.0%[…]—

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

SGOVWorst drop0.0%0.2% vol

FPEWorst drop−4.4%4.2% 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

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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