Compare · 3 funds side by side · dividends reinvested

FSZ, SCHD and VT

FSZFirst Trust×SCHDSchwab×VTVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

FSZ, SCHD and VT, 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%$124B1.1

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.4%+12.2%+20.4%+9.6%−9.7%14.9%$81.8B2.0

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.98%+4.8%+7.7%+15.0%+5.4%−10.4%14.8%$37M2.8

Rank among the three1st → 3rdFee, 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: FSZ 2012 · SCHD 2011 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Switzerland AlphaDEX Fund · $37M$13,026

FSZ

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

FSZMeasure

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FSZ vs SCHD: Top 5 Holdings

Today

FSZ

22.9%in top 5

SCHD

in top 521.7%

FSZStockSCHD

5.5%SUN.SWnot top 5

4.7%SREN.SWnot top 5

not top 5TXN4.7%

4.7%SDZ.SWnot top 5

not top 5PG

Cost, Income and Risk

Fees: FSZ, SCHD, VT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VT0.06%$6

FSZ0.80%$80

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

Yields: FSZ, SCHD, VT

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$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%

SCHD

+4.8%Year to dateJan 1 → Nov 12+34.2%

+7.7%1 yearTotal return+36.8%

+15.0%3 years · per year$10,000 became $15,197 · $17,257+19.9%

+5.4%5 years · per year$10,000 became $13,026 · $16,429+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

1.98%Trailing 12-mo yield$198 · $293 a year on $10k2.93%

−10.4%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

4.4%

not top 5KO4.3%

not top 5HD4.3%

4.2%VONN.SWnot top 5

not top 5AMGN4.1%

3.7%BKW.SWnot top 5

Held in common0.0%

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

FSZ vs SCHD Returns, Every Period

5Y

First TrustFSZ

+5.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSZSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: FSZ vs SCHD

YTD

First TrustFSZ

+4.8%

SCHDSchwab

+34.2%

+4.8%Year to date+34.2%

−10.4%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.7%

2.0%Yield2.9%

$37.3MAssets$124B

4–0SCHD wins

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

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

FSZ1.98%$198

VT1.55%$155

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VT$155 − $6 = $149

FSZ$198 − $80 = $118

KeptFee

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

Overlap: FSZ, SCHD, VT

Today

4.3%most shared, SCHD and VT

FSZSCHDVT

FSZ—0.0%1.2%

SCHD0.0%—4.3%

VT1.2%4.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSZWorst drop−10.4%14.8% vol

VTWorst drop−9.7%14.9% vol

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

Paid More vs Made More

YTD

SCHDVT

+34.2%Year to date+11.4%

2.9%Yield1.5%

+36.8%Past year+12.2%

0.06%Fee0.06%

3–0SCHD 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

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FSZ, SCHD and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three