Compare · 2 funds side by side · dividends reinvested

SCHD and FTCB

SCHDSchwab×FTCBFirst Trust×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

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 incomeFTCB · 5.51% · $551 a year on $10k

Story of the two · RiskSmallest drop

SCHD and FTCB, 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 Core Investment Grade ETFBonds & Cash · Corporate0.56%5.51%−1.2%−0.6%[…][…]−5.6%4.4%$2.8B1.5

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 · FTCB 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCHD

FTCB

First Trust Core Investment Grade ETF · $2.8B[…]

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

SCHDMeasureFTCB

+34.6%

More Ways to See the Pairs

SCHD vs FTCB: Top 5 Holdings

Today

SCHD

21.7%in top 5

FTCB

in top 50.0%

SCHDStockFTCB

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, FTCB

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTCB0.56%$56

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

Yields: SCHD, FTCB

1Y

5.51%highest, FTCB

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 12, 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 12

−1.2%

+39.3%1 yearTotal return−0.6%

+19.9%3 years · per year$10,000 became $17,234 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $56 a year on $10k · lower is better0.56%

2.93%Trailing 12-mo yield$293 · $551 a year on $10k5.51%

−6.9%Worst dropSmaller is better−5.6%

11.8%VolatilityLower is calmer4.4%

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

3–3Level

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

not top 5CAAA0.0%

Held in common0.0%

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

SCHD vs FTCB Returns, Every Period

1Y

SchwabSCHD

+39.3%

past year

FTCBFirst Trust

−0.6%

past year

SCHDFTCBFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs FTCB

YTD

SchwabSCHD

+34.6%

FTCBFirst Trust

−1.2%

+34.6%Year to date−1.2%

−6.9%Worst drop · 1Y−5.6%

11.8%Volatility · 1Y4.4%

2.9%Yield5.5%

$123BAssets$2.8B

3–1FTCB wins

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

Yield

$10k

FTCB5.51%$551

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$495most kept, FTCB

FTCB$551 − $56 = $495

SCHD$293 − $6 = $287

KeptFee

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

Overlap: SCHD, FTCB

Today

0.0%most shared, SCHD and FTCB

SCHDFTCB

SCHD—0.0%

FTCB0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

FTCBWorst drop−5.6%4.4% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

FTCBSCHD

−1.2%Year to date+34.6%

5.5%Yield2.9%

−0.6%Past year+39.3%

0.56%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

SCHD and FTCB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two