Compare · 3 funds side by side · dividends reinvested

FTHI, YLDY and SCHD

FTHIFirst Trust×YLDYHorizon Funds×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

FTHI, YLDY and SCHD, 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%$120B1.4

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.16%+5.2%+7.1%+13.8%+9.8%−5.5%10.3%$2.5B1.8

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.87%[…][…][…][…][…][…]$20M2.5

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: FTHI 2014 · YLDY 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $20M[…]

YLDY

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

YLDYMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

1.87%Trailing 12-mo yield$187 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YLDY vs SCHD: Top 5 Holdings

Today

YLDY

21.1%in top 5

SCHD

in top 521.4%

YLDYStockSCHD

6.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5PG4.4%

4.4%GOOGLnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.1%AVGOnot top 5

2.1%METAnot top 5

Held in common12.1%

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

YLDY vs SCHD Returns, Every Period

Horizon FundsYLDY

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

YLDYSCHDFaded: behind in that period

0–0Level

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

YLDY vs FTHI

YTD

Horizon FundsYLDY

[…]

FTHIFirst Trust

+5.2%

[…]Year to date+5.2%

[…]Worst drop · 1Y−5.5%

[…]Volatility · 1Y10.3%

1.9%Yield9.2%

$20.4MAssets$2.5B

1–0FTHI wins

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

Cost, Income and Risk

Fees: FTHI, YLDY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

YLDY0.70%$70

FTHI0.75%$75

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

Yields: FTHI, YLDY, SCHD

9.16%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.16%$916

SCHD2.96%$296

YLDY1.87%$187

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

Income After Fees on $10,000

$841most kept, FTHI

FTHI$916 − $75 = $841

SCHD$296 − $6 = $290

YLDY$187 − $70 = $117

KeptFee

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

Overlap: FTHI, YLDY, SCHD

Today

36.5%most shared, FTHI and YLDY

FTHIYLDYSCHD

FTHI—36.5%6.0%

YLDY36.5%—12.1%

SCHD6.0%12.1%—

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

FTHIWorst drop−5.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

YLDYWorst drop[…][…]

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

Paid More vs Made More

YTD

FTHISCHD

+5.2%Year to date+33.2%

9.2%Yield3.0%

+7.1%Past year+39.1%

0.75%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026