Compare · 2 funds side by side · dividends reinvested

FXO and SCHD

FXOFirst 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

FXO 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%$123B1.1

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.11%+11.9%+18.2%+25.5%+9.8%−11.7%14.9%$1.1B1.9

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: FXO 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,472

FXO

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

FXOMeasureSCHD

+11.9%Year to dateJan 1 → Nov 5+35.3%

+18.2%1 yearTotal return+41.6%

+25.5%3 years · per year$10,000 became $19,753 · $17,908+21.4%

+9.8%5 years · per year$10,000 became $15,956 · $16,881+11.0%

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

2.11%Trailing 12-mo yield$211 · $291 a year on $10k2.91%

−11.7%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.5%

FXOSCHD 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

FXO vs SCHD: Top 5 Holdings

Today

FXO

9.1%in top 5

SCHD

in top 521.7%

FXOStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.8%ALLnot top 5

1.8%ACGLnot top 5

1.8%CINFnot top 5

1.8%WTMnot top 5

1.8%BRK-Bnot top 5

Held in common4.0%

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

FXO vs SCHD Returns, Every Period

First TrustFXO

+9.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FXOSCHDFaded: behind in that period

1–3SCHD wins

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

Sector vs Income: FXO vs SCHD

YTD

First TrustFXO

+11.9%

SCHDSchwab

+35.3%

+11.9%Year to date+35.3%

−11.7%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.5%

2.1%Yield2.9%

$1.1BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FXO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FXO0.60%$60

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

Yields: FXO, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FXO2.11%$211

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FXO$211 − $60 = $151

KeptFee

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

Overlap: FXO, SCHD

Today

4.0%most shared, FXO and SCHD

FXOSCHD

FXO—4.0%

SCHD4.0%—

End-of-day Nov 5, 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

FXOWorst drop−11.7%14.9% vol

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

Paid More vs Made More

YTD

SCHDFXO

+35.3%Year to date+11.9%

2.9%Yield2.1%

+41.6%Past year+18.2%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026