FRI vs SCHD5YFRIFRIAvsBSCHDSCHDFirst Trust S&P REIT Index Fund · $208MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+14.3%3 years · per year$14,915 · $17,062+19.5%+3.4%5 years · per year$11,842 · $16,428+10.4%Cost and income0.51%Expense ratio$51 · $6 on $10k · lower wins0.06%2.53%12-mo yield$253 · $294 on $10k
Overlap: FRI, SCHD, VGTToday2.2%most shared, SCHD and VGTFRISCHDVGTFRI—0.0%0.0%SCHD0.0%—2.2%VGT0.0%2.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
FRI vs SCHD5YAFRIFirst Trust S&P REIT Index Fund$11,842vsSCHDBSchwab U.S. Dividend Equity$16,428$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▲▼1VGTVanguard Information Technology ETFReadDesk0.09%0.43%−1.3%+17.7%+16.7%+28.1%+15.8%−17.5%$154.5B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3AFRIFirst Trust S&P REIT Index FundReadDesk0.51%2.53%−0.2%+17.4%+15.6%+14.3%+3.4%−12.1%$208MEnd-of-day Nov 10, 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▲▼1VGTVanguard Information Technology ETFReadDesk0.09%0.43%−1.3%+17.7%+16.7%+28.1%+15.8%−17.5%$154.5B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3AFRIFirst Trust S&P REIT Index FundReadDesk0.51%2.53%−0.2%+17.4%+15.6%+14.3%+3.4%−12.1%$208MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
XLK vs VGTYTDSPDRXLKSA+17.7%vsBVVGTVanguard+17.7%Jan 1Nov 10+17.7%+17.7%+17.7%Year to date+17.7%0.08% · $8Fee · on $10k a year0.09% · $9$114BAssets$155B1–0XLK winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: FRI, SCHD, VGTToday2.2%most shared, SCHD and VGTFRISCHDVGTFRI—0.0%0.0%SCHD0.0%—2.2%VGT0.0%2.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288FRI$253 − $51 = $202VGT$43 − $9 = $34KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee