Compare · 3 funds side by side · dividends reinvested

FTDS, REGL and SCHD

FTDSFirst Trust×REGLProShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FTDS, REGL 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%$123B1.0

First Trust Dividend Strength ETFIncome · Dividend stocks0.81%1.57%+21.3%+27.8%+21.0%+8.3%−7.3%12.2%$40M2.4

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.10%+14.1%+18.5%+16.5%+8.7%−9.7%12.7%$1.8B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FTDS 2006 · REGL 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dividend Strength ETF · $40M$14,717

FTDS

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,767

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

FTDSMeasureREGL

+21.3%Year to dateJan 1 → Nov 5+14.1%

+27.8%1 yearTotal return+18.5%

+21.0%3 years · per year$10,000 became $17,706 · $15,814+16.5%

+8.3%5 years · per year$10,000 became $14,901 · $15,163+8.7%

0.81%Expense ratio$81 · $40 a year on $10k · lower is better0.40%

1.57%Trailing 12-mo yield$157 · $210 a year on $10k2.10%

−7.3%Worst dropSmaller is better−9.7%

12.2%VolatilityLower is calmer12.7%

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

5–3FTDS wins

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

More Ways to See the Pairs

FTDS vs REGL: Top 5 Holdings

Today

FTDS

11.4%in top 5

REGL

in top 58.9%

FTDSStockREGL

2.3%EFXnot top 5

2.3%HLInot top 5

2.3%JKHYnot top 5

2.3%TXRHnot top 5

2.2%NXPInot top 5

not top 5THO1.9%

not top 5PII1.8%

not top 5EVR1.8%

not top 5CHDN1.7%

not top 5R1.7%

Held in common7.5%

End-of-day Nov 5, 2026 · share of each fund

FTDS vs REGL Returns, Every Period

First TrustFTDS

+8.3%

5 years, per year

REGLProShares

+8.7%

5 years, per year

FTDSREGLFaded: behind in that period

3–1FTDS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FTDS vs SCHD

YTD

First TrustFTDS

+21.3%

SCHDSchwab

+35.3%

+21.3%Year to date+35.3%

−7.3%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.5%

1.6%Yield2.9%

$40.2MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTDS, REGL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

REGL0.40%$40

FTDS0.81%$81

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FTDS, REGL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

REGL2.10%$210

FTDS1.57%$157

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

REGL$210 − $40 = $170

FTDS$157 − $81 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FTDS, REGL, SCHD

Today

11.9%most shared, FTDS and SCHD

FTDSREGLSCHD

FTDS—7.5%11.9%

REGL7.5%—0.6%

SCHD11.9%0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

FTDSWorst drop−7.3%12.2% vol

REGLWorst drop−9.7%12.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFTDS

+35.3%Year to date+21.3%

2.9%Yield1.6%

+41.6%Past year+27.8%

0.06%Fee0.81%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026