Compare · 2 funds side by side · dividends reinvested

HDMV and SCHD

HDMVFirst 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

HDMV 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 Horizon Managed Volatility Developed International ETFInternational · Developed0.80%4.57%+12.6%+16.5%+17.9%+7.8%−8.8%12.3%$15M1.9

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: HDMV 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Horizon Managed Volatility Developed International ETF · $15M$14,558

HDMV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HDMVMeasureSCHD

+12.6%Year to dateJan 1 → Nov 5+32.3%

+16.5%1 yearTotal return+38.7%

+17.9%3 years · per year$10,000 became $16,400 · $17,414+20.3%

+7.8%5 years · per year$10,000 became $14,558 · $16,375+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

4.57%Trailing 12-mo yield$457 · $298 a year on $10k2.98%

−8.8%Worst dropSmaller is better−6.9%

12.3%VolatilityLower is calmer11.7%

HDMVSCHD 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

HDMV vs SCHD: Top 5 Holdings

Today

HDMV

9.4%in top 5

SCHD

in top 521.7%

HDMVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.1%0002.HKnot top 5

2.0%TRYG.COnot top 5

1.8%GBLB.BRnot top 5

1.7%IBE.MCnot top 5

1.7%0003.HKnot top 5

Held in common0.0%

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

HDMV vs SCHD Returns, Every Period

First TrustHDMV

+7.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

HDMVSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: HDMV vs SCHD

YTD

First TrustHDMV

+12.6%

SCHDSchwab

+32.3%

+12.6%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.7%

4.6%Yield3.0%

$15.1MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: HDMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HDMV0.80%$80

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

Yields: HDMV, SCHD

4.57%highest, HDMV

FundTrailing yieldYield$10k

HDMV4.57%$457

SCHD2.98%$298

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

Income After Fees on $10,000

$377most kept, HDMV

HDMV$457 − $80 = $377

SCHD$298 − $6 = $292

KeptFee

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

Overlap: HDMV, SCHD

Today

0.0%most shared, HDMV and SCHD

HDMVSCHD

HDMV—0.0%

SCHD0.0%—

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

HDMVWorst drop−8.8%12.3% vol

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

Paid More vs Made More

YTD

HDMVSCHD

+12.6%Year to date+32.3%

4.6%Yield3.0%

+16.5%Past year+38.7%

0.80%Fee0.06%

3–1SCHD 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