Compare · 2 funds side by side · dividends reinvested

SDVY and SCHD

SDVYFirst Trust×SCHDSchwab×

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

SDVY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.0

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%0.98%+11.9%+15.2%+18.9%+9.3%−9.5%14.1%$11.3B2.0

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: SDVY 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.3B$16,264

SDVY

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

SDVYMeasureSCHD

+11.9%Year to dateJan 1 → Nov 4+32.8%

+15.2%1 yearTotal return+37.6%

+18.9%3 years · per year$10,000 became $16,790 · $17,784+21.2%

+9.3%5 years · per year$10,000 became $15,626 · $16,352+10.3%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $297 a year on $10k2.97%

−9.5%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

SDVY vs SCHD: Top 5 Holdings

Today

SDVY

5.3%in top 5

SCHD

in top 521.4%

SDVYStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

1.1%THGnot top 5

1.1%RGAnot top 5

1.1%WSMnot top 5

1.0%NHCnot top 5

1.0%IPARnot top 5

Held in common4.4%

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

SDVY vs SCHD Returns, Every Period

First TrustSDVY

+9.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

SDVYSCHDFaded: behind in that period

0–4SCHD wins

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

SDVY vs SCHD

YTD

First TrustSDVY

+11.9%

SCHDSchwab

+32.8%

+11.9%Year to date+32.8%

−9.5%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.4%

1.0%Yield3.0%

$11.3BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SDVY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDVY0.58%$58

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

Yields: SDVY, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

SDVY0.98%$98

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SDVY$98 − $58 = $40

KeptFee

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

Overlap: SDVY, SCHD

Today

4.4%most shared, SDVY and SCHD

SDVYSCHD

SDVY—4.4%

SCHD4.4%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

SDVYWorst drop−9.5%14.1% vol

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

Paid More vs Made More

YTD

SCHDSDVY

+32.8%Year to date+11.9%

3.0%Yield1.0%

+37.6%Past year+15.2%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026