Compare · 3 funds side by side · dividends reinvested

FTXG, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

FTXG, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.5

First Trust Nasdaq Food & Beverage ETFUS Stock Styles · Large cap0.60%2.34%+13.3%+16.5%+3.2%+1.1%−11.0%15.8%$35M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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: FTXG 2016 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Food & Beverage ETF · $35M$10,537

FTXG

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

FTXGMeasureSCHB

+13.3%Year to dateJan 1 → Nov 9+11.5%

+16.5%1 yearTotal return+13.7%

+3.2%3 years · per year$10,000 became $10,983 · $18,080+21.8%

+1.1%5 years · per year$10,000 became $10,537 · $16,705+10.8%

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

2.34%Trailing 12-mo yield$234 · $106 a year on $10k1.06%

−11.0%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer14.0%

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

3–5SCHB wins

End-of-day Nov 9, 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

39.0%in top 5

SCHB

in top 524.8%

FTXGStockSCHB

8.9%KOnot top 5

8.7%MDLZnot top 5

8.3%PEPnot top 5

7.9%KHCnot top 5

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

5.3%ADMnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common1.5%

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

FTXG vs SCHB Returns, Every Period

First TrustFTXG

+1.1%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

FTXGSCHBFaded: behind in that period

2–2Level

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

FTXG vs SCHB

YTD

First TrustFTXG

+13.3%

SCHBSchwab

+11.5%

+13.3%Year to date+11.5%

−11.0%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y14.0%

2.3%Yield1.1%

$34.8MAssets$44.2B

2–2level

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

Cost, Income and Risk

Fees: FTXG, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

FTXG0.60%$60

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

Yields: FTXG, SCHB, VUG

2.34%highest, FTXG

FundTrailing yieldYield$10k

FTXG2.34%$234

SCHB1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

$174most kept, FTXG

FTXG$234 − $60 = $174

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

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

Overlap: FTXG, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

FTXGSCHBVUG

FTXG—1.5%0.2%

SCHB1.5%—50.3%

VUG0.2%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%FTXG, at 15.8% volatility

SCHBWorst drop−8.9%14.0% vol

FTXGWorst drop−11.0%15.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

FTXGSCHB

+13.3%Year to date+11.5%

2.3%Yield1.1%

+16.5%Past year+13.7%

0.60%Fee0.03%

3–1FTXG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026