FEM vs SCHD

AFEM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IEFA $14,685

Lowest cost0.06%SCHD · $6 on $10k

Most income3.39%IEFA · $339 on $10k

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

Held in common0.0%FEM and SCHD

First Trust Emerging Markets AlphaDEX Fund · $753MSchwab U.S. Dividend Equity ETF · $124B

+17.8%3 years · per year$16,355 · $17,374+20.2%

+7.9%5 years · per year$14,595 · $16,418+10.4%

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

2.33%12-mo yield$233 · $292 on $10k

Cards for this view

FEM

First Trust Emerging Markets AlphaDEX Fund

$14,595

SCHD

Schwab U.S. Dividend Equity

$16,418

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1	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
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk	0.80%	2.33%	+0.1%	+14.3%	+14.4%	+17.8%	+7.9%	−10.9%	$753M

#
1	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
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
3	AFEM	First Trust Emerging Markets AlphaDEX FundRead Desk	0.80%	2.33%	+0.1%	+14.3%	+14.4%	+17.8%	+7.9%	−10.9%	$753M

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