Compare · 2 funds side by side · dividends reinvested

FPX and SCHB

FPXFirst Trust×SCHBSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,545SCHB · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

FPX and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.5B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.9%+3.0%+27.1%+5.2%−23.6%27.2%$1.4B1.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: FPX 2006 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust US Equity Opportunities ETF · $1.4B$12,867

FPX

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,545

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

FPXMeasureSCHB

+2.9%

More Ways to See the Pairs

FPX vs SCHB: Top 5 Holdings

Today

FPX

32.5%in top 5

SCHB

in top 523.9%

FPXStockSCHB

9.4%LLYnot top 5

8.8%SPCXnot top 5

not top 5AAPL7.0%

6.7%GEVnot top 5

not top 5NVDA5.7%

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 12, 2026 · fee on $10,000 a year

Yields: FPX, SCHB

1Y

1.06%highest, SCHB

FundTrailing yieldYield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+3.0%1 yearTotal return+12.0%

+27.1%3 years · per year$10,000 became $20,523 · $17,887+21.4%

+5.2%5 years · per year$10,000 became $12,867 · $16,545+10.6%

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

0.19%Trailing 12-mo yield$19 · $106 a year on $10k1.06%

−23.6%Worst dropSmaller is better−8.9%

27.2%VolatilityLower is calmer14.0%

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

1–7SCHB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT5.3%

4.1%SNDKnot top 5

not top 5AMZN3.5%

3.5%STXnot top 5

not top 5GOOGL2.3%

Held in common4.2%

End-of-day Nov 12, 2026 · share of each fund

FPX vs SCHB Returns, Every Period

5Y

First TrustFPX

+5.2%

5 years, per year

SCHBSchwab

+10.6%

5 years, per year

FPXSCHBFaded: behind in that period

1–3SCHB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FPX vs SCHB

YTD

First TrustFPX

+2.9%

SCHBSchwab

+11.9%

+2.9%Year to date+11.9%

−23.6%Worst drop · 1Y−8.9%

27.2%Volatility · 1Y14.0%

0.2%Yield1.1%

$1.4BAssets$44.5B

4–0SCHB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SCHB1.06%$106

FPX0.19%$19

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FPX, SCHB

Today

4.2%most shared, FPX and SCHB

FPXSCHB

FPX—4.2%

SCHB4.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.0%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

FPXWorst drop−23.6%27.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBFPX

+11.9%Year to date+2.9%

1.1%Yield0.2%

+12.0%Past year+3.0%

0.03%Fee0.57%

4–0SCHB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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FPX and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two