Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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FTBI is #281 of 582 this yearShow all 582

SCHD vs FTBI

YTD
SCHDSchwabFTBIFirst Trust
Year to date
SCHD wins+27.9 pts
Past year
SCHD wins+33.0 pts
Fee
SCHD winslower fee
Yield
FTBI wins+4.9 pts
AUM
SCHD4144.4× more
3–1SCHD wins
SCHD and FTBI · year-to-date · as of Nov 5, 2026 · AUM not scored
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FTBI vs S&P 500

MAX$21.39 · +0.9% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+20%+19.3%S&P 500 +32.2%May 29, 2025Nov 4, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.9%+0.9%0.0%+7.3%+8.6%——+19.3%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
First Trust FTBI and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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FTBI’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%2.9%+1.9%+35.3%+41.6%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.4%+2.1%+16.4%+18.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.2%+1.2%+17.2%+21.2%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+2.2%+20.6%+24.5%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+1.4%+14.6%+17.5%$39.0B
6FTBIFirst Trust Balanced Income ETFThis fund0.25%7.8%+0.9%+7.3%+8.6%$29.7M
#209 of 324 this year · #30 cheapest of 402 · sorted by assetsOpen the Income table →
FTBI and its peer group · total return · as of Nov 5, 2026
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Cards for This View

FTBI’s Top 10 Holdings

Today
79.0%of FTBI sits in these 10
1FTHIFirst Trust BuyWrite Income ETF20.04%
2TDVIFT Vest Technology Dividend Target Income ETF10.23%
3FTQIFirst Trust Nasdaq BuyWrite Income ETF10.00%
4FTCBFirst Trust Core Investment Grade ETF6.93%
5FIXDFirst Trust Smith Opportunistic Fixed Income ETF6.89%
6DOGGFT Vest DJIA® Dogs 10 Target Income ETF5.28%
7KNGFT Vest S&P 500® Dividend Aristocrats Target Income ETF®5.15%
8RDVIFT Vest Rising Dividend Achievers Target Income ETF4.97%
9SDVDFT Vest SMID Rising Dividend Achievers Target Income ETF4.96%
10IGLDFT Vest Gold Strategy Target Income ETF®4.61%
First Trust FTBI · weight in the fund · as of Nov 4, 2026
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SCHD vs FTBI

YTD
SCHDSchwabFTBIFirst Trust
Year to date
SCHD wins+27.9 pts
Past year
SCHD wins+33.0 pts
Fee
SCHD winslower fee
Yield
FTBI wins+4.9 pts
AUM
SCHD4144.4× more
3–1SCHD wins
SCHD and FTBI · year-to-date · as of Nov 5, 2026 · AUM not scored
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FTBI vs Peer Average

YTD
FTBIAvsBPeer average
1D+0.9%+1.3%
1M+0.9%+1.1%
3M0.0%−0.2%
YTD+7.3%+11.0%
1Y+8.6%+13.9%
3Y[…]+63.0%
5Y[…]+52.8%
1–4Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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