FTA vs SCHD

AFTA

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · FTA $16,945

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 common13.2%FTA and SCHD

First Trust Large Cap Value AlphaDEX Fund · $1.5BSchwab U.S. Dividend Equity ETF · $124B

+20.2%3 years · per year$17,367 · $17,374+20.2%

+11.1%5 years · per year$16,945 · $16,418+10.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.67%12-mo yield$167 · $292 on $10k

Cards for this view

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,945

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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.67%	+0.6%	+23.0%	+26.5%	+20.2%	+11.1%	−8.1%	$1.5B
3	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

#
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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.67%	+0.6%	+23.0%	+26.5%	+20.2%	+11.1%	−8.1%	$1.5B
3	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

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