Compare · 3 funds side by side · dividends reinvested

SFYI, FTHI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SFYI, FTHI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.35%+3.1%+4.2%+13.6%+9.6%−5.5%10.2%$2.6B1.8

SoFi Social 50 Income ETFIncome · Covered calls0.73%6.60%[…][…][…][…][…][…]$2M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SFYI 2026 · FTHI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

SoFi Social 50 Income ETF · $2M[…]

SFYI

FTHI

First Trust BuyWrite Income ETF · $2.6B$15,807

$10,000 five years ago, dividends reinvested · they hold 32.8% in common

SFYIMeasureFTHI

[…]Year to dateJan 1 → Nov 6+3.1%

[…]1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $14,669+13.6%

[…]5 years · per year$10,000 became […] · $15,807+9.6%

0.73%Expense ratio$73 · $75 a year on $10k · lower is better0.75%

6.60%Trailing 12-mo yield$660 · $935 a year on $10k9.35%

[…]Worst dropSmaller is better−5.5%

[…]VolatilityLower is calmer10.2%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SFYI vs FTHI: Top 5 Holdings

Today

SFYI

35.3%in top 5

FTHI

in top 523.2%

SFYIStockFTHI

10.1%TSLAnot top 5

9.4%AMZN2.8%

not top 5AAPL8.4%

6.2%NVDA6.0%

5.3%BRK-Bnot top 5

4.3%MSFT3.4%

not top 5JPM2.7%

Held in common32.8%

End-of-day Nov 6, 2026 · share of each fund

SFYI vs FTHI Returns, Every Period

SoFiSFYI

[…]

past year

FTHIFirst Trust

+4.2%

past year

Returns […]

SFYIFTHIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SFYI vs FTHI

YTD

SoFiSFYI

[…]

FTHIFirst Trust

+3.1%

[…]Year to date+3.1%

[…]Worst drop · 1Y−5.5%

[…]Volatility · 1Y10.2%

6.6%Yield9.3%

$2.4MAssets$2.6B

1–0FTHI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFYI, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SFYI0.73%$73

FTHI0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SFYI, FTHI, SCHD

9.35%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.35%$935

SFYI6.60%$660

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

SFYI$660 − $73 = $587

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SFYI, FTHI, SCHD

Today

32.8%most shared, SFYI and FTHI

SFYIFTHISCHD

SFYI—32.8%4.1%

FTHI32.8%—6.0%

SCHD4.1%6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

FTHIWorst drop−5.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SFYIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FTHISCHD

+3.1%Year to date+31.4%

9.3%Yield3.0%

+4.2%Past year+37.0%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026