Compare · 2 funds side by side · dividends reinvested

SCHD and FGD

SCHDSchwab×FGDFirst Trust×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,679FGD · best of the two

Story of the two · IncomeMost incomeFGD · 5.67% · $567 a year on $10k

Story of the two · RiskSmallest drop

SCHD and FGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.67%+15.9%+20.1%+25.2%+12.1%−9.8%12.9%$1.6B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: SCHD 2011 · FGD 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,679

FGD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

FGDMeasureSCHD

+15.9%

More Ways to See the Pairs

FGD vs SCHD: Top 5 Holdings

Today

FGD

9.8%in top 5

SCHD

in top 521.7%

FGDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, FGD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FGD0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SCHD, FGD

1Y

5.67%highest, FGD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

+20.1%1 yearTotal return+36.8%

+25.2%3 years · per year$10,000 became $19,622 · $17,257+19.9%

+12.1%5 years · per year$10,000 became $17,679 · $16,429+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

5.67%Trailing 12-mo yield$567 · $293 a year on $10k2.93%

−9.8%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%RHInot top 5

2.0%017800.Knot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

1.7%TEP.PAnot top 5

Held in common5.4%

End-of-day Nov 12, 2026 · share of each fund

FGD vs SCHD Returns, Every Period

5Y

First TrustFGD

+12.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FGDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FGD vs SCHD

YTD

First TrustFGD

+15.9%

SCHDSchwab

+34.2%

+15.9%Year to date+34.2%

−9.8%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

5.7%Yield2.9%

$1.6BAssets$124B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FGD5.67%$567

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$512most kept, FGD

FGD$567 − $55 = $512

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCHD, FGD

Today

5.4%most shared, SCHD and FGD

SCHDFGD

SCHD—5.4%

FGD5.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FGDWorst drop−9.8%12.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+15.9%Year to date+34.2%

5.7%Yield2.9%

+20.1%Past year+36.8%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCHD and FGD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two