Compare · 2 funds side by side · dividends reinvested

SCHD and FDM

SCHDSchwab×FDMFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and FDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.3%+24.3%+21.4%+9.2%−9.3%17.2%$264M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · FDM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

FDM

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,503

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHDMeasureFDM

+33.2%Year to dateJan 1 → Nov 9+15.3%

+39.1%1 yearTotal return+24.3%

+19.6%3 years · per year$10,000 became $17,123 · $17,896+21.4%

+10.5%5 years · per year$10,000 became $16,459 · $15,503+9.2%

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.96%Trailing 12-mo yield$296 · $150 a year on $10k1.50%

−6.9%Worst dropSmaller is better−9.3%

11.8%VolatilityLower is calmer17.2%

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

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs FDM: Top 5 Holdings

Today

SCHD

21.4%in top 5

FDM

in top 58.4%

SCHDStockFDM

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5PD2.0%

not top 5QNST1.8%

not top 5APOG1.6%

not top 5SMP1.6%

not top 5ORRF1.4%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs FDM Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

FDMFirst Trust

+9.2%

5 years, per year

SCHDFDMFaded: behind in that period

3–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs FDM

YTD

SchwabSCHD

+33.2%

FDMFirst Trust

+15.3%

+33.2%Year to date+15.3%

−6.9%Worst drop · 1Y−9.3%

11.8%Volatility · 1Y17.2%

3.0%Yield1.5%

$122BAssets$264M

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, FDM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, FDM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FDM1.50%$150

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDM$150 − $65 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, FDM

Today

0.1%most shared, SCHD and FDM

SCHDFDM

SCHD—0.1%

FDM0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDM

+33.2%Year to date+15.3%

3.0%Yield1.5%

+39.1%Past year+24.3%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026