Compare · 2 funds side by side · dividends reinvested

FSIG and SCHD

FSIGFirst Trust×SCHDSchwab×

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$16,429SCHD · best of the two

Story of the two · IncomeMost incomeFSIG · 4.91% · $491 a year on $10k

Story of the two · RiskSmallest drop

FSIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

First Trust Limited Duration Investment Grade Corporate ETFBonds & Cash · Corporate0.44%4.91%+0.1%+0.9%+4.8%[…]−2.0%2.6%$1.5B1.6

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: FSIG 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

FSIG

First Trust Limited Duration Investment Grade Corporate ETF · $1.5B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureFSIG

+34.2%

More Ways to See the Pairs

SCHD vs FSIG: Top 5 Holdings

Today

SCHD

21.7%in top 5

FSIG

in top 5[…]

SCHDStockFSIG

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: FSIG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSIG0.44%$44

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FSIG, SCHD

1Y

4.91%highest, FSIG

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+0.1%

+36.8%1 yearTotal return+0.9%

+19.9%3 years · per year$10,000 became $17,257 · $11,513+4.8%

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $44 a year on $10k · lower is better0.44%

2.93%Trailing 12-mo yield$293 · $491 a year on $10k4.91%

−6.9%Worst dropSmaller is better−2.0%

11.7%VolatilityLower is calmer2.6%

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

4–3SCHD wins

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

Held in common[…]

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

SCHD vs FSIG Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

FSIGFirst Trust

+0.9%

past year

SCHDFSIGFaded: behind in that period

3–0SCHD wins

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

Income vs Bonds: SCHD vs FSIG

YTD

SchwabSCHD

+34.2%

FSIGFirst Trust

+0.1%

+34.2%Year to date+0.1%

−6.9%Worst drop · 1Y−2.0%

11.7%Volatility · 1Y2.6%

2.9%Yield4.9%

$123BAssets$1.5B

3–1FSIG wins

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

Yield

$10k

FSIG4.91%$491

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$447most kept, FSIG

FSIG$491 − $44 = $447

SCHD$293 − $6 = $287

KeptFee

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

Overlap: FSIG, SCHD

Today

[…]holdings […]

FSIGSCHD

FSIG—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

FSIGWorst drop−2.0%2.6% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

FSIGSCHD

+0.1%Year to date+34.2%

4.9%Yield2.9%

+0.9%Past year+36.8%

0.44%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FSIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two