Compare · 2 funds side by side · dividends reinvested

SCHD and FVC

SCHDSchwab×FVCFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and FVC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.77%+15.7%+17.8%+13.7%+4.1%−13.3%17.8%$110M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · FVC 2016

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF · $110M$12,215

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

SCHDMeasureFVC

+35.3%Year to dateJan 1 → Nov 4+15.7%

+41.6%1 yearTotal return+17.8%

+21.4%3 years · per year$10,000 became $17,908 · $14,700+13.7%

+11.0%5 years · per year$10,000 became $16,881 · $12,215+4.1%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

2.91%Trailing 12-mo yield$291 · $77 a year on $10k0.77%

−6.9%Worst dropSmaller is better−13.3%

11.5%VolatilityLower is calmer17.8%

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

8–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs FVC: Top 5 Holdings

Today

SCHD

21.6%in top 5

FVC

in top 599.9%

SCHDStockFVC

not top 5FTXH22.0%

not top 5FBT21.2%

not top 5FTXN21.0%

not top 5FXL18.5%

not top 5QTEC17.2%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs FVC Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

FVCFirst Trust

+4.1%

5 years, per year

SCHDFVCFaded: behind in that period

4–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs FVC

YTD

SchwabSCHD

+35.3%

FVCFirst Trust

+15.7%

+35.3%Year to date+15.7%

−6.9%Worst drop · 1Y−13.3%

11.5%Volatility · 1Y17.8%

2.9%Yield0.8%

$123BAssets$110M

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, FVC

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FVC0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, FVC

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FVC0.77%$77

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FVC$77 − $30 = $47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, FVC

Today

0.0%most shared, SCHD and FVC

SCHDFVC

SCHD—0.0%

FVC0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

FVCWorst drop−13.3%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFVC

+35.3%Year to date+15.7%

2.9%Yield0.8%

+41.6%Past year+17.8%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026