Compare · 2 funds side by side · dividends reinvested

FTQI and SCHD

FTQIFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,433FTQI · best of the two

02 / 04

FTQI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

First Trust Nasdaq BuyWrite Income ETFIncome · Covered calls0.75%12.21%+9.1%+10.5%+16.1%+10.4%−8.2%13.0%$1.0B1.8

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: FTQI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq BuyWrite Income ETF · $1.0B$16,433

FTQI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

FTQIMeasureSCHD

+9.1%Year to dateJan 1 → Nov 6+31.4%

+10.5%1 yearTotal return+37.0%

+16.1%3 years · per year$10,000 became $15,634 · $17,266+20.0%

+10.4%5 years · per year$10,000 became $16,433 · $16,267+10.2%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

12.21%Trailing 12-mo yield$1,221 · $300 a year on $10k3.00%

−8.2%Worst dropSmaller is better−6.9%

13.0%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

FTQI vs SCHD: Top 5 Holdings

Today

FTQI

27.4%in top 5

SCHD

in top 521.4%

FTQIStockSCHD

9.8%AAPLnot top 5

5.8%NVDAnot top 5

4.6%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.2%AMDnot top 5

not top 5AMGN4.1%

3.0%CSCOnot top 5

Held in common2.1%

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

FTQI vs SCHD Returns, Every Period

First TrustFTQI

+10.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FTQISCHDFaded: behind in that period

1–3SCHD wins

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

FTQI vs SCHD

YTD

First TrustFTQI

+9.1%

SCHDSchwab

+31.4%

+9.1%Year to date+31.4%

−8.2%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.7%

12.2%Yield3.0%

$1.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FTQI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTQI0.75%$75

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

Yields: FTQI, SCHD

12.21%highest, FTQI

FundTrailing yieldYield$10k

FTQI12.21%$1,221

SCHD3.00%$300

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

Income After Fees on $10,000

$1,146most kept, FTQI

FTQI$1,221 − $75 = $1,146

SCHD$300 − $6 = $294

KeptFee

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

Overlap: FTQI, SCHD

Today

2.1%most shared, FTQI and SCHD

FTQISCHD

FTQI—2.1%

SCHD2.1%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FTQIWorst drop−8.2%13.0% vol

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

Paid More vs Made More

YTD

FTQISCHD

+9.1%Year to date+31.4%

12.2%Yield3.0%

+10.5%Past year+37.0%

0.75%Fee0.06%

3–1SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026