Compare · 2 funds side by side · dividends reinvested

FTXG and SCHB

FTXGFirst Trust×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

FTXG and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.3

First Trust Nasdaq Food & Beverage ETFUS Stock Styles · Large cap0.60%2.40%+10.4%+11.8%+3.6%+0.7%−11.0%15.3%$33M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTXG 2016 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Food & Beverage ETF · $33M$10,369

FTXG

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

FTXGMeasureSCHB

+10.4%Year to dateJan 1 → Nov 3+11.6%

+11.8%1 yearTotal return+11.7%

+3.6%3 years · per year$10,000 became $11,119 · $18,993+23.8%

+0.7%5 years · per year$10,000 became $10,369 · $16,894+11.1%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

2.40%Trailing 12-mo yield$240 · $106 a year on $10k1.06%

−11.0%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.1%

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

2–6SCHB wins

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

More Ways to See the Pairs

FTXG vs SCHB: Top 5 Holdings

Today

FTXG

39.5%in top 5

SCHB

in top 524.2%

FTXGStockSCHB

8.8%KOnot top 5

8.7%MDLZnot top 5

8.2%PEPnot top 5

7.9%KHCnot top 5

not top 5AAPL6.8%

not top 5NVDA6.7%

5.9%ADMnot top 5

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common1.4%

End-of-day Nov 3, 2026 · share of each fund

FTXG vs SCHB Returns, Every Period

First TrustFTXG

+0.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

FTXGSCHBFaded: behind in that period

1–3SCHB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTXG vs SCHB

YTD

First TrustFTXG

+10.4%

SCHBSchwab

+11.6%

+10.4%Year to date+11.6%

−11.0%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.1%

2.4%Yield1.1%

$32.6MAssets$44.0B

3–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXG, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

FTXG0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTXG, SCHB

2.40%highest, FTXG

FundTrailing yieldYield$10k

FTXG2.40%$240

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, FTXG

FTXG$240 − $60 = $180

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTXG, SCHB

Today

1.4%most shared, FTXG and SCHB

FTXGSCHB

FTXG—1.4%

SCHB1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%FTXG, at 15.3% volatility

SCHBWorst drop−8.9%13.1% vol

FTXGWorst drop−11.0%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FTXGSCHB

+10.4%Year to date+11.6%

2.4%Yield1.1%

+11.8%Past year+11.7%

0.60%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026