FTC vs SCHD

AFTC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · SCHD $16,418

Lowest cost0.03%VTV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.3%FTC and SCHD

First Trust Large Cap Growth AlphaDEX Fund · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+20.8%3 years · per year$17,633 · $17,234+19.9%

+7.6%5 years · per year$14,432 · $16,418+10.4%

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

0.12%12-mo yield$12 · $293 on $10k

Cards for this view

FTC

First Trust Large Cap Growth AlphaDEX Fund

$14,432

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.12%	+2.2%	+7.2%	+5.1%	+20.8%	+7.6%	−17.6%	$1.3B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.12%	+2.2%	+7.2%	+5.1%	+20.8%	+7.6%	−17.6%	$1.3B

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