Compare · 2 funds side by side · dividends reinvested

FPX and SCHB

FPXFirst Trust×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

FPX and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.7%−0.1%+30.4%+6.0%−18.9%26.5%$1.3B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FPX 2006 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.3B$13,390

FPX

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

FPXMeasureSCHB

+2.7%Year to dateJan 1 → Nov 4+13.3%

−0.1%1 yearTotal return+13.3%

+30.4%3 years · per year$10,000 became $22,148 · $19,056+24.0%

+6.0%5 years · per year$10,000 became $13,390 · $17,270+11.5%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

0.19%Trailing 12-mo yield$19 · $104 a year on $10k1.04%

−18.9%Worst dropSmaller is better−8.9%

26.5%VolatilityLower is calmer13.1%

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

1–7SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPX vs SCHB: Top 5 Holdings

Today

FPX

34.4%in top 5

SCHB

in top 524.4%

FPXStockSCHB

9.2%LLYnot top 5

8.9%SPCXnot top 5

7.6%GEVnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

4.8%SNDKnot top 5

3.8%STXnot top 5

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common4.3%

End-of-day Nov 4, 2026 · share of each fund

FPX vs SCHB Returns, Every Period

First TrustFPX

+6.0%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

FPXSCHBFaded: behind in that period

1–3SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FPX vs SCHB

YTD

First TrustFPX

+2.7%

SCHBSchwab

+13.3%

+2.7%Year to date+13.3%

−18.9%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y13.1%

0.2%Yield1.0%

$1.3BAssets$44.0B

4–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPX, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

FPX0.57%$57

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FPX, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

FPX0.19%$19

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FPX, SCHB

Today

4.3%most shared, FPX and SCHB

FPXSCHB

FPX—4.3%

SCHB4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

FPXWorst drop−18.9%26.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBFPX

+13.3%Year to date+2.7%

1.0%Yield0.2%

+13.3%Past year−0.1%

0.03%Fee0.57%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026