Compare · 3 funds side by side · dividends reinvested

FRTY, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FRTY, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.20%−4.5%−7.3%+20.4%−2.4%−19.0%28.7%$128M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FRTY 2021 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $128M$8,847

FRTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

FRTYMeasureSCHD

−4.5%Year to dateJan 1 → Nov 5+32.3%

−7.3%1 yearTotal return+38.7%

+20.4%3 years · per year$10,000 became $17,457 · $17,414+20.3%

−2.4%5 years · per year$10,000 became $8,847 · $16,375+10.4%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

0.20%Trailing 12-mo yield$20 · $298 a year on $10k2.98%

−19.0%Worst dropSmaller is better−6.9%

28.7%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

FRTY vs SCHD: Top 5 Holdings

Today

FRTY

23.0%in top 5

SCHD

in top 521.7%

FRTYStockSCHD

5.1%FWONKnot top 5

4.9%RGENnot top 5

not top 5TXN4.7%

4.7%TWSTnot top 5

4.6%SNPSnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%HEI-Anot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FRTY vs SCHD Returns, Every Period

AlgerFRTY

−2.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FRTYSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FRTY vs SCHD

YTD

AlgerFRTY

−4.5%

SCHDSchwab

+32.3%

−4.5%Year to date+32.3%

−19.0%Worst drop · 1Y−6.9%

28.7%Volatility · 1Y11.7%

0.2%Yield3.0%

$128MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRTY, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FRTY0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FRTY, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VUG0.43%$43

FRTY0.20%$20

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FRTY, SCHD, VUG

Today

2.5%most shared, FRTY and VUG

FRTYSCHDVUG

FRTY—0.0%2.5%

SCHD0.0%—0.8%

VUG2.5%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

FRTYWorst drop−19.0%28.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVUG

+32.3%Year to date+0.5%

3.0%Yield0.4%

+38.7%Past year−0.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026