Compare · 2 funds side by side · dividends reinvested

FTCS and SCHK

FTCSFirst Trust×SCHKSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,579SCHK · best of the two

02 / 04

FTCS and SCHK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$7.9B1.4

Schwab 1000 Index ETFUnsorted0.03%1.08%+8.6%+9.6%+21.7%+10.6%−8.9%13.8%$5.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FTCS 2006 · SCHK 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $7.9B$13,686

FTCS

SCHK

Schwab 1000 Index ETF · $5.5B$16,579

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

FTCSMeasureSCHK

+11.9%Year to dateJan 1 → Nov 6+8.6%

+14.1%1 yearTotal return+9.6%

+13.4%3 years · per year$10,000 became $14,567 · $18,035+21.7%

+6.5%5 years · per year$10,000 became $13,686 · $16,579+10.6%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

1.12%Trailing 12-mo yield$112 · $108 a year on $10k1.08%

−8.1%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.8%

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

5–3FTCS wins

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

More Ways to See the Pairs

FTCS vs SCHK: Top 5 Holdings

Today

FTCS

10.9%in top 5

SCHK

in top 525.6%

FTCSStockSCHK

not top 5AAPL7.3%

not top 5NVDA6.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL2.4%

2.2%VLTOnot top 5

2.2%PPGnot top 5

2.2%MMMnot top 5

2.2%HDnot top 5

2.1%MRSHnot top 5

Held in common13.0%

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

FTCS vs SCHK Returns, Every Period

First TrustFTCS

+6.5%

5 years, per year

SCHKSchwab

+10.6%

5 years, per year

FTCSSCHKFaded: behind in that period

2–2Level

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

FTCS vs SCHK

YTD

First TrustFTCS

+11.9%

SCHKSchwab

+8.6%

+11.9%Year to date+8.6%

−8.1%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.8%

1.1%Yield1.1%

$7.9BAssets$5.5B

3–0FTCS wins

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

Cost, Income and Risk

Fees: FTCS, SCHK

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

FTCS0.53%$53

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

Yields: FTCS, SCHK

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

SCHK1.08%$108

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

FTCS$112 − $53 = $59

KeptFee

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

Overlap: FTCS, SCHK

Today

13.0%most shared, FTCS and SCHK

FTCSSCHK

FTCS—13.0%

SCHK13.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%FTCS, at 11.7% volatility

FTCSWorst drop−8.1%11.7% vol

SCHKWorst drop−8.9%13.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FTCSSCHK

+11.9%Year to date+8.6%

1.1%Yield1.1%

+14.1%Past year+9.6%

0.53%Fee0.03%

2–1FTCS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026