Compare · 3 funds side by side · dividends reinvested

FSMB, VCIT and SCHD

FSMBFirst Trust×VCITVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FSMB, VCIT 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%$120B1.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$661M2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.1

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: FSMB 2018 · VCIT 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

FSMB

First Trust Short Duration Managed Municipal ETF · $661M$10,823

$10,000 five years ago, dividends reinvested

SCHDMeasureFSMB

+31.4%Year to dateJan 1 → Nov 6+1.7%

+37.0%1 yearTotal return+2.4%

+20.0%3 years · per year$10,000 became $17,266 · $11,234+4.0%

+10.2%5 years · per year$10,000 became $16,267 · $10,823+1.6%

0.06%Expense ratio$6 · $34 a year on $10k · lower is better0.34%

3.00%Trailing 12-mo yield$300 · $320 a year on $10k3.20%

−6.9%Worst dropSmaller is better−2.4%

11.7%VolatilityLower is calmer1.8%

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

5–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs FSMB: Top 5 Holdings

Today

SCHD

21.4%in top 5

FSMB

in top 5[…]

SCHDStockFSMB

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs FSMB Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

SCHDFSMBFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs VCIT

YTD

SchwabSCHD

+31.4%

VCITVanguard

−0.8%

+31.4%Year to date−0.8%

−6.9%Worst drop · 1Y−4.9%

11.7%Volatility · 1Y4.5%

3.0%Yield5.0%

$120BAssets$66.6B

3–1VCIT wins

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

Cost, Income and Risk

Fees: FSMB, VCIT, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

FSMB0.34%$34

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

Yields: FSMB, VCIT, SCHD

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

FSMB3.20%$320

SCHD3.00%$300

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SCHD$300 − $6 = $294

FSMB$320 − $34 = $286

KeptFee

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

Overlap: FSMB, VCIT, SCHD

Today

[…]holdings […]

FSMBVCITSCHD

FSMB—[…][…]

VCIT[…]—[…]

SCHD[…][…]—

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

FSMBWorst drop−2.4%1.8% vol

VCITWorst drop−4.9%4.5% 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

VCITSCHD

−0.8%Year to date+31.4%

5.0%Yield3.0%

+0.4%Past year+37.0%

0.03%Fee0.06%

2–2level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026