Compare · 2 funds side by side · dividends reinvested

FXL and SCHD

FXLFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

FXL and SCHD, 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%$123B1.1

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+16.0%+14.5%+22.8%+8.5%−15.3%27.8%$2.6B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: FXL 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$15,005

FXL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

FXLMeasureSCHD

+16.0%Year to dateJan 1 → Nov 5+32.3%

+14.5%1 yearTotal return+38.7%

+22.8%3 years · per year$10,000 became $18,527 · $17,414+20.3%

+8.5%5 years · per year$10,000 became $15,005 · $16,375+10.4%

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

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

−15.3%Worst dropSmaller is better−6.9%

27.8%VolatilityLower is calmer11.7%

FXLSCHD 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

More Ways to See the Pairs

FXL vs SCHD: Top 5 Holdings

Today

FXL

9.5%in top 5

SCHD

in top 521.7%

FXLStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.0%EPAMnot top 5

1.9%NIQnot top 5

1.9%MBGLnot top 5

1.8%CTSHnot top 5

1.8%ROPnot top 5

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

FXL vs SCHD Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FXLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FXL vs SCHD

YTD

First TrustFXL

+16.0%

SCHDSchwab

+32.3%

+16.0%Year to date+32.3%

−15.3%Worst drop · 1Y−6.9%

27.8%Volatility · 1Y11.7%

0.0%Yield3.0%

$2.6BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FXL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FXL, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FXL0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FXL, SCHD

Today

1.4%most shared, FXL and SCHD

FXLSCHD

FXL—1.4%

SCHD1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FXLWorst drop−15.3%27.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFXL

+32.3%Year to date+16.0%

3.0%Yield0.0%

+38.7%Past year+14.5%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026