Compare · 2 funds side by side · dividends reinvested

LDSF and SCHD

LDSFFirst Trust×SCHDSchwab×

Versus in desk

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

02 / 04

LDSF 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%$123B1.4

First Trust Low Duration Strategic Focus ETFBonds & Cash · Ultra-short0.10%4.77%+1.1%+2.0%+5.6%+2.5%−2.0%2.3%$160M1.6

Rank among the two1st → 2ndFee, 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: LDSF 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Strategic Focus ETF · $160M$11,340

LDSF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

LDSFMeasureSCHD

+1.1%Year to dateJan 1 → Nov 4+35.3%

+2.0%1 yearTotal return+41.6%

+5.6%3 years · per year$10,000 became $11,762 · $17,908+21.4%

+2.5%5 years · per year$10,000 became $11,340 · $16,881+11.0%

0.10%Expense ratio$10 · $6 a year on $10k · lower is better0.06%

4.77%Trailing 12-mo yield$477 · $291 a year on $10k2.91%

−2.0%Worst dropSmaller is better−6.9%

2.3%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

LDSF vs SCHD: Top 5 Holdings

Today

LDSF

89.4%in top 5

SCHD

in top 521.6%

LDSFStockSCHD

33.0%LMBSnot top 5

29.1%FSIGnot top 5

12.0%HYLSnot top 5

9.4%FTSLnot top 5

5.9%FTSMnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

LDSF vs SCHD Returns, Every Period

First TrustLDSF

+2.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LDSFSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: LDSF vs SCHD

YTD

First TrustLDSF

+1.1%

SCHDSchwab

+35.3%

+1.1%Year to date+35.3%

−2.0%Worst drop · 1Y−6.9%

2.3%Volatility · 1Y11.5%

4.8%Yield2.9%

$160MAssets$123B

3–1LDSF wins

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

Cost, Income and Risk

Fees: LDSF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LDSF0.10%$10

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

Yields: LDSF, SCHD

4.77%highest, LDSF

FundTrailing yieldYield$10k

LDSF4.77%$477

SCHD2.91%$291

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

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

SCHD$291 − $6 = $285

KeptFee

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

Overlap: LDSF, SCHD

Today

0.0%most shared, LDSF and SCHD

LDSFSCHD

LDSF—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

LDSFWorst drop−2.0%2.3% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

LDSFSCHD

+1.1%Year to date+35.3%

4.8%Yield2.9%

+2.0%Past year+41.6%

0.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 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 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