Compare · 2 funds side by side · dividends reinvested

FTA and SCHD

FTAFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,450FTA · best of the two

02 / 04

FTA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.66%+23.9%+30.4%+21.7%+11.8%−8.1%11.4%$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 4, 2026 · returns include dividends · since: FTA 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.5B$17,450

FTA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

FTAMeasureSCHD

+23.9%Year to dateJan 1 → Nov 4+35.3%

+30.4%1 yearTotal return+41.6%

+21.7%3 years · per year$10,000 became $18,005 · $17,908+21.4%

+11.8%5 years · per year$10,000 became $17,450 · $16,881+11.0%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

1.66%Trailing 12-mo yield$166 · $291 a year on $10k2.91%

−8.1%Worst dropSmaller is better−6.9%

11.4%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTA vs SCHD: Top 5 Holdings

Today

FTA

5.0%in top 5

SCHD

in top 521.6%

FTAStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.1%FISVnot top 5

1.0%STZnot top 5

1.0%GPNnot top 5

1.0%CCLnot top 5

1.0%FISnot top 5

Held in common13.2%

End-of-day Nov 4, 2026 · share of each fund

FTA vs SCHD Returns, Every Period

First TrustFTA

+11.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FTASCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FTA vs SCHD

YTD

First TrustFTA

+23.9%

SCHDSchwab

+35.3%

+23.9%Year to date+35.3%

−8.1%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.5%

1.7%Yield2.9%

$1.5BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTA0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTA, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FTA1.66%$166

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FTA$166 − $58 = $108

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTA, SCHD

Today

13.2%most shared, FTA and SCHD

FTASCHD

FTA—13.2%

SCHD13.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

FTAWorst drop−8.1%11.4% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFTA

+35.3%Year to date+23.9%

2.9%Yield1.7%

+41.6%Past year+30.4%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026