FFLX vs SCHD
First Trust Flexible Income ETF vs Schwab US Dividend Equity ETF
Which is better, FFLX or SCHD?
SCHD costs less.
SCHD has a lower expense ratio.
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
| Metric | FFLX | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $177M | $108.9B |
| Dividend Yield | 7.37% | 3.00% |
| Holdings | 105 | 206 |
| YTD Return | -1.80% | +20.67%Best |
| 1Y Return | - | +22.79% |
| 3Y Return (annualized) | - | +15.93% |
| 5Y Return (annualized) | - | +9.26% |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | May 25, 2004 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
FFLX vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
FFLX vs SCHD Performance
First Trust Flexible Income ETF (FFLX) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FFLX is down 1.80% versus a gain of 20.67% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
FFLX charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, FFLX currently yields 7.37% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 105 holdings in FFLX and 99 in SCHD, totalling 34.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 105 positions we hold weights for in FFLX and 99 in SCHD, against full books of 105 and 206.
You are not choosing between two funds in isolation.
Whichever of FFLX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FFLX or SCHD?
FFLX has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which pays a higher dividend, FFLX or SCHD?
FFLX yields 7.37% while SCHD yields 3.00%, so FFLX currently pays the higher dividend yield.
Is SCHD better than FFLX?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.