FYC vs SCHD

AFYC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · SCHD $16,418

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common0.2%FYC and SCHD

First Trust Small Cap Growth AlphaDEX Fund · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+29.0%3 years · per year$21,474 · $17,234+19.9%

+8.5%5 years · per year$15,011 · $16,418+10.4%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

0.11%12-mo yield$11 · $293 on $10k

Cards for this view

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,011

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.11%	+1.5%	+20.8%	+24.0%	+29.0%	+8.5%	−13.7%	$1.4B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.11%	+1.5%	+20.8%	+24.0%	+29.0%	+8.5%	−13.7%	$1.4B

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