FGB vs SCHD
First Trust Specialty Finance & Financial Opportunities Fund vs Schwab US Dividend Equity ETF
Which is better, FGB or SCHD?
We do not have enough on FGB 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
| Metric | FGB | SCHD |
|---|---|---|
| Expense Ratio | - | 0.06% |
| AUM | - | $112.2B |
| Dividend Yield | - | 3.13% |
| Holdings | - | 103 |
| YTD Price Return | - | +25.50% |
| 1Y Price Return | - | +25.68% |
| 3Y Price Return (annualized) | - | +12.16% |
| 5Y Price Return (annualized) | - | +6.36% |
| Volatility (annualized) | - | 13.7% |
| Max Drawdown | - | -33.4% |
| Fund Family | First Trust Specialty Finance & Financial Opportunities Fund | Charles 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 FGB. We have no price series for FGB, so there is nothing to compare it against.
FGB vs SCHD Performance
First Trust Specialty Finance & Financial Opportunities Fund (FGB) is an ETF from First Trust Specialty Finance & Financial Opportunities 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 FGB 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
Is SCHD better than FGB?
We hold very little data on FGB 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.