Compare · 3 funds side by side · dividends reinvested

GLDI, FTHI and SCHD

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

02 / 04

GLDI, FTHI 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%$123B1.5

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B2.1

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Income · Covered calls0.65%28.00%−3.3%+3.3%+17.5%+11.0%−16.0%18.7%$176M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GLDI 2013 · FTHI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176M$16,873

GLDI

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,274

$10,000 five years ago, dividends reinvested

GLDIMeasureFTHI

−3.3%Year to dateJan 1 → Nov 4+6.6%

+3.3%1 yearTotal return+7.3%

+17.5%3 years · per year$10,000 became $16,208 · $15,375+15.4%

+11.0%5 years · per year$10,000 became $16,873 · $16,274+10.2%

0.65%Expense ratio$65 · $75 a year on $10k · lower is better0.75%

28.00%Trailing 12-mo yield$2,800 · $905 a year on $10k9.05%

−16.0%Worst dropSmaller is better−5.5%

18.7%VolatilityLower is calmer9.5%

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

4–4Level

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

More Ways to See the Pairs

GLDI vs FTHI: Top 5 Holdings

Today

GLDI

[…]in top 5

FTHI

in top 522.9%

GLDIStockFTHI

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT3.2%

not top 5JPM2.7%

not top 5AMZN2.6%

Held in common[…]

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

GLDI vs FTHI Returns, Every Period

ETRACSGLDI

+11.0%

5 years, per year

FTHIFirst Trust

+10.2%

5 years, per year

GLDIFTHIFaded: behind in that period

2–2Level

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

GLDI vs FTHI

YTD

ETRACSGLDI

−3.3%

FTHIFirst Trust

+6.6%

−3.3%Year to date+6.6%

−16.0%Worst drop · 1Y−5.5%

18.7%Volatility · 1Y9.5%

28.0%Yield9.0%

$176MAssets$2.5B

3–1FTHI wins

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

Cost, Income and Risk

Fees: GLDI, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GLDI0.65%$65

FTHI0.75%$75

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

Yields: GLDI, FTHI, SCHD

28.00%highest, GLDI

FundTrailing yieldYield$10k

GLDI28.00%$2,800

FTHI9.05%$905

SCHD2.91%$291

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

Income After Fees on $10,000

$2,735most kept, GLDI

GLDI$2,800 − $65 = $2,735

FTHI$905 − $75 = $830

SCHD$291 − $6 = $285

KeptFee

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

Overlap: GLDI, FTHI, SCHD

Today

6.0%most shared, FTHI and SCHD

GLDIFTHISCHD

GLDI—[…][…]

FTHI[…]—6.0%

SCHD[…]6.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

FTHIWorst drop−5.5%9.5% vol

SCHDWorst drop−6.9%11.5% vol

GLDIWorst drop−16.0%18.7% vol

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

Paid More vs Made More

YTD

GLDISCHD

−3.3%Year to date+35.3%

28.0%Yield2.9%

+3.3%Past year+41.6%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026