FDTS vs SCHD

AFDTS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,599FDTS · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%FDTS and SCHD

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MSchwab U.S. Dividend Equity ETF · $122B

+23.9%3 years · per year$19,033 · $17,062+19.5%

+10.7%5 years · per year$16,599 · $16,428+10.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.73%12-mo yield

Cards for this view

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,599

SCHD

Schwab U.S. Dividend Equity

$16,428

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	+0.1%	+16.3%	+24.5%	+23.9%	+10.7%	−13.1%	$13M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.56%	−0.3%	+10.8%	+13.5%	+20.2%	+9.7%	−9.7%	$81.8B

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	+0.1%	+16.3%	+24.5%	+23.9%	+10.7%	−13.1%	$13M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.56%	−0.3%	+10.8%	+13.5%	+20.2%	+9.7%	−9.7%	$81.8B

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