Compare · 3 funds side by side · dividends reinvested

FTA, SCHD and IWF

FTAFirst Trust×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,986FTA · best of the three

02 / 04

FTA, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.68%+22.2%+28.8%+19.7%+11.2%−8.1%11.7%$1.4B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FTA 2007 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.4B$16,986

FTA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

FTAMeasureSCHD

+22.2%Year to dateJan 1 → Nov 9+33.2%

+28.8%1 yearTotal return+39.1%

+19.7%3 years · per year$10,000 became $17,155 · $17,123+19.6%

+11.2%5 years · per year$10,000 became $16,986 · $16,459+10.5%

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

1.68%Trailing 12-mo yield$168 · $296 a year on $10k2.96%

−8.1%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 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

5.2%in top 5

SCHD

in top 521.4%

FTAStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.2%FISVnot top 5

1.0%STZnot top 5

1.0%CCLnot top 5

1.0%GPNnot top 5

1.0%CINFnot top 5

Held in common13.1%

End-of-day Nov 9, 2026 · share of each fund

FTA vs SCHD Returns, Every Period

First TrustFTA

+11.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FTASCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FTA vs SCHD

YTD

First TrustFTA

+22.2%

SCHDSchwab

+33.2%

+22.2%Year to date+33.2%

−8.1%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y11.8%

1.7%Yield3.0%

$1.4BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTA, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FTA0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FTA, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FTA1.68%$168

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FTA$168 − $58 = $110

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FTA, SCHD, IWF

Today

13.1%most shared, FTA and SCHD

FTASCHDIWF

FTA—13.1%1.7%

SCHD13.1%—3.6%

IWF1.7%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

FTAWorst drop−8.1%11.7% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFTA

+33.2%Year to date+22.2%

3.0%Yield1.7%

+39.1%Past year+28.8%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026