Compare · 2 funds side by side · dividends reinvested

QQXT and SCHD

QQXTFirst 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

QQXT 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%$123B1.0

First Trust NASDAQ-100 Ex-Technology Sector Index FundSectors · Technology0.57%1.23%+4.7%+6.9%+11.7%+4.3%−8.5%11.6%$141M2.0

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: QQXT 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ-100 Ex-Technology Sector Index Fund · $141M$11,915

QQXT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

QQXTMeasureSCHD

+4.7%Year to dateJan 1 → Nov 5+35.3%

+6.9%1 yearTotal return+41.6%

+11.7%3 years · per year$10,000 became $13,930 · $17,908+21.4%

+4.3%5 years · per year$10,000 became $12,367 · $16,881+11.0%

0.57%Expense ratio$57 · $6 a year on $10k · lower is better0.06%

1.23%Trailing 12-mo yield$123 · $291 a year on $10k2.91%

−8.5%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

QQXT vs SCHD: Top 5 Holdings

Today

QQXT

11.7%in top 5

SCHD

in top 521.7%

QQXTStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.6%MRNAnot top 5

2.3%ISRGnot top 5

2.3%IDXXnot top 5

2.3%MARnot top 5

2.2%WMTnot top 5

Held in common9.8%

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

QQXT vs SCHD Returns, Every Period

First TrustQQXT

+4.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

QQXTSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: QQXT vs SCHD

YTD

First TrustQQXT

+4.7%

SCHDSchwab

+35.3%

+4.7%Year to date+35.3%

−8.5%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.5%

1.2%Yield2.9%

$141MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: QQXT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQXT0.57%$57

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

Yields: QQXT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

QQXT1.23%$123

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

QQXT$123 − $57 = $66

KeptFee

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

Overlap: QQXT, SCHD

Today

9.8%most shared, QQXT and SCHD

QQXTSCHD

QQXT—9.8%

SCHD9.8%—

End-of-day Nov 5, 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

QQXTWorst drop−8.5%11.6% vol

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

Paid More vs Made More

YTD

SCHDQQXT

+35.3%Year to date+4.7%

2.9%Yield1.2%

+41.6%Past year+6.9%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026