FCTR vs SCHD5YFCTRFCTRAvsBSCHDSCHDFirst Trust Lunt U.S. Factor Rotation ETF · $44MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+10.3%3 years · per year$13,429 · $17,257+19.9%−1.4%5 years · per year$9,309 · $16,429+10.4%Cost and income0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%0.64%12-mo yield$64 · $293 on $10k
Overlap: FCTR, SCHD, VTVToday26.4%most shared, FCTR and VTVFCTRSCHDVTVFCTR—9.7%26.4%SCHD9.7%—17.9%VTV26.4%17.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FCTR vs SCHD5YAFCTRFirst Trust Lunt U.S. Factor Rotation$9,309vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%−1.0%−9.3%−9.2%+10.3%−1.4%−22.9%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%−1.0%−9.3%−9.2%+10.3%−1.4%−22.9%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: FCTR, SCHD, VTVToday26.4%most shared, FCTR and VTVFCTRSCHDVTVFCTR—9.7%26.4%SCHD9.7%—17.9%VTV26.4%17.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VTV$182 − $3 = $179FCTR$64 − $65 = −$1KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee