Compare · 2 funds side by side · dividends reinvested

FVD and SCHD

FVDFirst Trust×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

FVD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.17%+14.3%+14.7%+14.0%+6.8%−7.6%10.8%$8.2B1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: FVD 2003 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Value Line Dividend Index Fund · $8.2B$13,893

FVD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

FVDMeasureSCHD

+14.3%

More Ways to See the Pairs

FVD vs SCHD: Top 5 Holdings

Today

FVD

2.6%in top 5

SCHD

in top 521.8%

FVDStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FVD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FVD0.62%$62

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FVD, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

+14.7%1 yearTotal return+37.5%

+14.0%3 years · per year$10,000 became $14,799 · $17,374+20.2%

+6.8%5 years · per year$10,000 became $13,893 · $16,418+10.4%

0.62%Expense ratio$62 · $6 a year on $10k · lower is better0.06%

2.17%Trailing 12-mo yield$217 · $292 a year on $10k2.92%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%KMBnot top 5

0.5%TMUSnot top 5

0.5%SNYnot top 5

0.5%LOWnot top 5

0.5%CMCSAnot top 5

Held in common11.5%

End-of-day Nov 13, 2026 · share of each fund

FVD vs SCHD Returns, Every Period

5Y

First TrustFVD

+6.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FVDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FVD vs SCHD

YTD

First TrustFVD

+14.3%

SCHDSchwab

+34.9%

+14.3%Year to date+34.9%

−7.6%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

2.2%Yield2.9%

$8.2BAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SCHD2.92%$292

FVD2.17%$217

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

FVD$217 − $62 = $155

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FVD, SCHD

Today

11.5%most shared, FVD and SCHD

FVDSCHD

FVD—11.5%

SCHD11.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

FVDWorst drop−7.6%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFVD

+34.9%Year to date+14.3%

2.9%Yield2.2%

+37.5%Past year+14.7%

0.06%Fee0.62%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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FVD and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two