Compare · 2 funds side by side · dividends reinvested

MISL and SCHD

MISLFirst 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

MISL 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 Indxx Aerospace & Defense ETFThematic · Defense & space0.60%0.07%−3.6%−3.4%+23.6%[…]−20.0%25.6%$685M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: MISL 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Aerospace & Defense ETF · $685M[…]

MISL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

MISLMeasureSCHD

−3.6%Year to dateJan 1 → Nov 4+35.3%

−3.4%1 yearTotal return+41.6%

+23.6%3 years · per year$10,000 became $18,865 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

0.07%Trailing 12-mo yield$7 · $291 a year on $10k2.91%

−20.0%Worst dropSmaller is better−6.9%

25.6%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

MISL vs SCHD: Top 5 Holdings

Today

MISL

38.2%in top 5

SCHD

in top 521.7%

MISLStockSCHD

8.7%GEnot top 5

8.6%RTXnot top 5

7.5%BAnot top 5

6.8%SPCXnot top 5

6.6%PLTRnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common2.8%

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

MISL vs SCHD Returns, Every Period

First TrustMISL

−3.4%

past year

SCHDSchwab

+41.6%

past year

MISLSCHDFaded: behind in that period

1–2SCHD wins

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

Thematic vs Income: MISL vs SCHD

YTD

First TrustMISL

−3.6%

SCHDSchwab

+35.3%

−3.6%Year to date+35.3%

−20.0%Worst drop · 1Y−6.9%

25.6%Volatility · 1Y11.5%

0.1%Yield2.9%

$685MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MISL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MISL0.60%$60

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

Yields: MISL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

MISL0.07%$7

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MISL$7 − $60 = −$53

KeptFee

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

Overlap: MISL, SCHD

Today

2.8%most shared, MISL and SCHD

MISLSCHD

MISL—2.8%

SCHD2.8%—

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

SCHDWorst drop−6.9%11.5% vol

MISLWorst drop−20.0%25.6% vol

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

Paid More vs Made More

YTD

SCHDMISL

+35.3%Year to date−3.6%

2.9%Yield0.1%

+41.6%Past year−3.4%

0.06%Fee0.60%

4–0SCHD 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