Compare · 2 funds side by side · dividends reinvested

LQTI and SCHD

LQTIFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

LQTI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

FT Vest Investment Grade & Target Income ETFBonds & Cash · Corporate0.65%9.43%−1.2%−0.7%[…][…]−5.6%5.6%$185M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: LQTI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Investment Grade & Target Income ETF · $185M[…]

LQTI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

LQTIMeasureSCHD

−1.2%Year to dateJan 1 → Nov 6+31.4%

−0.7%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

9.43%Trailing 12-mo yield$943 · $300 a year on $10k3.00%

−5.6%Worst dropSmaller is better−6.9%

5.6%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LQTI vs SCHD: Top 5 Holdings

Today

LQTI

[…]in top 5

SCHD

in top 521.4%

LQTIStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

LQTI vs SCHD Returns, Every Period

First TrustLQTI

−0.7%

past year

SCHDSchwab

+37.0%

past year

LQTISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LQTI vs SCHD

YTD

First TrustLQTI

−1.2%

SCHDSchwab

+31.4%

−1.2%Year to date+31.4%

−5.6%Worst drop · 1Y−6.9%

5.6%Volatility · 1Y11.7%

9.4%Yield3.0%

$185MAssets$120B

3–1LQTI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LQTI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LQTI0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LQTI, SCHD

9.43%highest, LQTI

FundTrailing yieldYield$10k

LQTI9.43%$943

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$878most kept, LQTI

LQTI$943 − $65 = $878

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LQTI, SCHD

Today

[…]holdings […]

LQTISCHD

LQTI—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

LQTIWorst drop−5.6%5.6% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LQTISCHD

−1.2%Year to date+31.4%

9.4%Yield3.0%

−0.7%Past year+37.0%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026