FTSL vs SCHD5YFTSLFTSLAvsBSCHDSCHDFirst Trust Senior Loan Fund · $2.5BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+6.2%3 years · per year$11,978 · $17,257+19.9%+5.1%5 years · per year$12,843 · $16,429+10.4%Cost and income0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%6.26%
Overlap: FTSL, SCHD, VIGToday14.5%most shared, SCHD and VIGFTSLSCHDVIGFTSL—[…][…]SCHD[…]—14.5%VIG[…]14.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FTSL vs SCHD5YAFTSLFirst Trust Senior Loan Fund$12,843vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3AFTSLFirst Trust Senior Loan FundReadDesk0.70%6.26%−0.1%+2.4%+3.4%+6.2%+5.1%−2.4%$2.5BEnd-of-day Nov 12, 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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3AFTSLFirst Trust Senior Loan FundReadDesk0.70%6.26%−0.1%+2.4%+3.4%+6.2%+5.1%−2.4%$2.5BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: FTSL, SCHD, VIGToday14.5%most shared, SCHD and VIGFTSLSCHDVIGFTSL—[…][…]SCHD[…]—14.5%VIG[…]14.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$556most kept, FTSLFTSL$626 − $70 = $556SCHD$293 − $6 = $287VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee