Compare · 2 funds side by side · dividends reinvested

FTXR and SCHD

FTXRFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

FTXR 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%$121B1.1

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.02%+14.6%+24.6%+22.9%+7.9%−14.5%21.4%$162M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTXR 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Transportation ETF · $162M$14,597

FTXR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

FTXRMeasureSCHD

+14.6%Year to dateJan 1 → Nov 4+35.3%

+24.6%1 yearTotal return+41.6%

+22.9%3 years · per year$10,000 became $18,562 · $17,908+21.4%

+7.9%5 years · per year$10,000 became $14,597 · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $291 a year on $10k2.91%

−14.5%Worst dropSmaller is better−6.9%

21.4%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTXR vs SCHD: Top 5 Holdings

Today

FTXR

38.5%in top 5

SCHD

in top 521.6%

FTXRStockSCHD

8.5%TSLAnot top 5

8.1%GMnot top 5

7.9%UNPnot top 5

7.0%FDXnot top 5

6.9%Fnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common3.1%

End-of-day Nov 4, 2026 · share of each fund

FTXR vs SCHD Returns, Every Period

First TrustFTXR

+7.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FTXRSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FTXR vs SCHD

YTD

First TrustFTXR

+14.6%

SCHDSchwab

+35.3%

+14.6%Year to date+35.3%

−14.5%Worst drop · 1Y−6.9%

21.4%Volatility · 1Y11.5%

1.0%Yield2.9%

$162MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTXR0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTXR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FTXR1.02%$102

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FTXR$102 − $60 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTXR, SCHD

Today

3.1%most shared, FTXR and SCHD

FTXRSCHD

FTXR—3.1%

SCHD3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

FTXRWorst drop−14.5%21.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFTXR

+35.3%Year to date+14.6%

2.9%Yield1.0%

+41.6%Past year+24.6%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026