Compare · 2 funds side by side · dividends reinvested

TDIV and SCHD

TDIVFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,993TDIV · best of the two

02 / 04

TDIV and SCHD, 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%$123B1.3

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.8

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: TDIV 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

TDIV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

TDIVMeasureSCHD

+19.6%Year to dateJan 1 → Nov 4+35.3%

+15.8%1 yearTotal return+41.6%

+30.4%3 years · per year$10,000 became $22,150 · $17,908+21.4%

+17.1%5 years · per year$10,000 became $21,993 · $16,881+11.0%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

1.38%Trailing 12-mo yield$138 · $291 a year on $10k2.91%

−16.3%Worst dropSmaller is better−6.9%

20.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

TDIV vs SCHD: Top 5 Holdings

Today

TDIV

40.7%in top 5

SCHD

in top 521.6%

TDIVStockSCHD

9.7%TXN4.8%

8.6%IBMnot top 5

8.3%MSFTnot top 5

7.3%AVGOnot top 5

6.8%ORCLnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common12.2%

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

TDIV vs SCHD Returns, Every Period

First TrustTDIV

+17.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

TDIVSCHDFaded: behind in that period

2–2Level

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

TDIV vs SCHD

YTD

First TrustTDIV

+19.6%

SCHDSchwab

+35.3%

+19.6%Year to date+35.3%

−16.3%Worst drop · 1Y−6.9%

20.8%Volatility · 1Y11.5%

1.4%Yield2.9%

$4.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: TDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TDIV0.50%$50

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

Yields: TDIV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

TDIV1.38%$138

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

TDIV$138 − $50 = $88

KeptFee

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

Overlap: TDIV, SCHD

Today

12.2%most shared, TDIV and SCHD

TDIVSCHD

TDIV—12.2%

SCHD12.2%—

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

TDIVWorst drop−16.3%20.8% vol

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

Paid More vs Made More

YTD

SCHDTDIV

+35.3%Year to date+19.6%

2.9%Yield1.4%

+41.6%Past year+15.8%

0.06%Fee0.50%

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