FEI vs SCHD

FEI vs SCHD

Which is better, FEI or SCHD?

We do not have enough on FEI and SCHD to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFEISCHD
Expense Ratio-0.06%
AUM-$112.2B
Dividend Yield-3.13%
Holdings-103
YTD Price Return-+26.51%
1Y Price Return-+27.10%
3Y Price Return (annualized)-+12.47%
5Y Price Return (annualized)-+6.23%
Volatility (annualized)-13.7%
Max Drawdown--33.4%
Fund FamilyFirst Trust MLP & Energy Income FundCharles Schwab Asset Management
Category-Equity
Style-Large Cap Value
Inception-Oct 20, 2011

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FEI. We have no price series for FEI, so there is nothing to compare it against.

FEI vs SCHD Performance

First Trust MLP & Energy Income Fund (FEI) is an ETF from First Trust MLP & Energy Income Fund and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.

You are not choosing between two funds in isolation.

Whichever of FEI and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FEISCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SCHD better than FEI?

We hold very little data on FEI and SCHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.