FAB vs SCHD

AFAB

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · SCHD $16,418

Lowest cost0.03%VTV · $3 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common9.6%FAB and SCHD

First Trust Multi Cap Value AlphaDEX Fund · $166MSchwab U.S. Dividend Equity ETF · $124B

+18.5%3 years · per year$16,629 · $17,374+20.2%

+9.5%5 years · per year$15,721 · $16,418+10.4%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

1.64%12-mo yield$164 · $292 on $10k

Cards for this view

FAB

First Trust Multi Cap Value AlphaDEX Fund

$15,721

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk	0.66%	1.64%	+0.5%	+22.0%	+25.7%	+18.5%	+9.5%	−8.2%	$166M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk	0.66%	1.64%	+0.5%	+22.0%	+25.7%	+18.5%	+9.5%	−8.2%	$166M

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