Compare · 2 funds side by side · dividends reinvested

SCHD and FDEC

SCHDSchwab×FDECFirst Trust×

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

SCHD and FDEC, 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%$120B1.3

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+7.0%+10.1%+16.7%+9.9%−5.8%8.2%$1.3B1.8

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: SCHD 2011 · FDEC 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

FDEC

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,053

$10,000 five years ago, dividends reinvested

SCHDMeasureFDEC

+31.4%Year to dateJan 1 → Nov 6+7.0%

+37.0%1 yearTotal return+10.1%

+20.0%3 years · per year$10,000 became $17,266 · $15,890+16.7%

+10.2%5 years · per year$10,000 became $16,267 · $16,053+9.9%

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

3.00%Trailing 12-mo yield$300 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−5.8%

11.7%VolatilityLower is calmer8.2%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs FDEC: Top 5 Holdings

Today

SCHD

21.4%in top 5

FDEC

in top 5[…]

SCHDStockFDEC

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs FDEC Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

FDECFirst Trust

+9.9%

5 years, per year

SCHDFDECFaded: behind in that period

4–0SCHD wins

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

Income vs Defined Outcome: SCHD vs FDEC

YTD

SchwabSCHD

+31.4%

FDECFirst Trust

+7.0%

+31.4%Year to date+7.0%

−6.9%Worst drop · 1Y−5.8%

11.7%Volatility · 1Y8.2%

3.0%Yield0.0%

$120BAssets$1.3B

2–2level

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

Cost, Income and Risk

Fees: SCHD, FDEC

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDEC0.85%$85

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

Yields: SCHD, FDEC

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDEC0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDEC$0 − $85 = −$85

KeptFee

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

Overlap: SCHD, FDEC

Today

[…]holdings […]

SCHDFDEC

SCHD—[…]

FDEC[…]—

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

FDECWorst drop−5.8%8.2% 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

SCHDFDEC

+31.4%Year to date+7.0%

3.0%Yield0.0%

+37.0%Past year+10.1%

0.06%Fee0.85%

4–0SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026