Compare · 2 funds side by side · dividends reinvested

SCHD and FIXD

SCHDSchwab×FIXDFirst 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$16,418SCHD · best of the two

Story of the two · IncomeMost incomeFIXD · 4.84% · $484 a year on $10k

Story of the two · RiskSmallest drop

SCHD and FIXD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.84%−1.6%−1.2%+4.6%−0.8%−5.4%4.4%$2.8B1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · FIXD 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,606

FIXD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FIXDMeasureSCHD

−1.6%

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FIXD vs SCHD: Top 5 Holdings

Today

FIXD

0.3%in top 5

SCHD

in top 521.7%

FIXDStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, FIXD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FIXD0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, FIXD

1Y

4.84%highest, FIXD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+34.6%

−1.2%1 yearTotal return+39.3%

+4.6%3 years · per year$10,000 became $11,455 · $17,234+19.9%

−0.8%5 years · per year$10,000 became $9,606 · $16,418+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

4.84%Trailing 12-mo yield$484 · $293 a year on $10k2.93%

−5.4%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FIXD vs SCHD Returns, Every Period

5Y

First TrustFIXD

−0.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FIXDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FIXD vs SCHD

YTD

First TrustFIXD

−1.6%

SCHDSchwab

+34.6%

−1.6%Year to date+34.6%

−5.4%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.8%

4.8%Yield2.9%

$2.8BAssets$123B

3–1FIXD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

FIXD4.84%$484

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$419most kept, FIXD

FIXD$484 − $65 = $419

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, FIXD

Today

0.0%most shared, SCHD and FIXD

SCHDFIXD

SCHD—0.0%

FIXD0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

FIXDWorst drop−5.4%4.4% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDSCHD

−1.6%Year to date+34.6%

4.8%Yield2.9%

−1.2%Past year+39.3%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SCHD and FIXD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two