Compare · 3 funds side by side · dividends reinvested

FVD, SCHD and VIG

FVDFirst Trust×SCHDSchwab×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375VIG$16,331FVD$13,965Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

FVD, SCHD and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3
First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.18%+13.5%+16.7%+14.6%+6.9%−7.6%10.8%$8.1B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: FVD 2003 · SCHD 2011 · VIG 2006
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Head to Head

5Y
First Trust Value Line Dividend Index Fund · $8.1B$13,965
FVD
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

FVDMeasureSCHD
+13.5%Year to dateJan 1 → Nov 5+32.3%
+16.7%1 yearTotal return+38.7%
+14.6%3 years · per year$10,000 became $15,044 · $17,414+20.3%
+6.9%5 years · per year$10,000 became $13,965 · $16,375+10.4%
0.62%Expense ratio$62 · $6 a year on $10k · lower is better0.06%
2.18%Trailing 12-mo yield$218 · $298 a year on $10k2.98%
−7.6%Worst dropSmaller is better−6.9%
10.8%VolatilityLower is calmer11.7%
FVDSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

FVD vs SCHD: Top 5 Holdings

Today
FVD
2.6%in top 5
in top 521.7%
FVDStockSCHD
not top 5TXN4.7%
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
0.7%KMBnot top 5
0.5%PPGnot top 5
0.5%LOWnot top 5
0.5%ATRnot top 5
0.5%FHInot top 5
Held in common11.6%
End-of-day Nov 5, 2026 · share of each fund
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FVD vs SCHD Returns, Every Period

5Y
First TrustFVD
+6.9%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
0%+10%+20%+30%+40%+13.5%+32.3%YTD+16.7%+38.7%1 year+14.6%+20.3%3 yrs · yr+6.9%+10.4%5 yrs · yr
FVDSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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FVD vs SCHD

YTD
First TrustFVD
+13.5%
SCHDSchwab
+32.3%
Jan 1Nov 5+13.5%+32.3%
+13.5%Year to date+32.3%
−7.6%Worst drop · 1Y−6.9%
10.8%Volatility · 1Y11.7%
2.2%Yield3.0%
$8.1BAssets$123B
3–1SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: FVD, SCHD, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
FVD0.62%$62
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FVD, SCHD, VIG

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
FVD2.18%$218
VIG1.49%$149
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
FVD$218 − $62 = $156
VIG$149 − $4 = $145
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
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Overlap: FVD, SCHD, VIG

Today
25.4%most shared, FVD and VIG
FVDSCHDVIG
FVD—11.6%25.4%
SCHD11.6%—14.5%
VIG25.4%14.5%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%7.5%10%12.5%15%Volatility · 1 year → bumpierSCHD +38.7%FVD +16.7%VIG +15.2%
VIGWorst drop−7.9%10.8% vol
FVDWorst drop−7.6%10.8% vol
SCHDWorst drop−6.9%11.7% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
SCHDFVD
Jan 1Nov 5+32.3%+13.5%
+32.3%Year to date+13.5%
3.0%Yield2.2%
+38.7%Past year+16.7%
0.06%Fee0.62%
4–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+17.2%
VIGVanguard
+12.5%
Jan 1Nov 5+17.2%+12.5%
+17.2%Year to date+12.5%
1.9%Yield1.5%
$46.1BAssets$109B
2–0DGRO wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
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