FVC vs SCHD
FVC vs SCHD
First Trust Dorsey Wright Dynamic Focus 5 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | FVC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.06% | |
| AUM | $104M | $103.7B | |
| Dividend Yield | 1.96% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | +13.09% | +24.26% | |
| 1Y Return | +18.82% | +31.38% | |
| 3Y Return (annualized) | +9.22% | +15.08% | |
| 5Y Return (annualized) | +4.25% | +9.72% | |
| Volatility (annualized) | 14.8% | 13.6% | |
| Max Drawdown | -31.0% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 8, 2016 | Oct 20, 2011 |
FVC vs SCHD Performance
First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FVC returned +18.82% while SCHD returned +31.38%. Year to date, FVC is up 13.09% versus a gain of 24.26% for SCHD.
Over three years, FVC compounded at +9.22% per year against +15.08% for SCHD; over five years the annualized figures are +4.25% and +9.72% respectively. Across the full 10-year window we track, SCHD has the edge at +11.39% annualized vs +8.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FVC has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -31.0% for FVC and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FVC charges 0.87% per year while SCHD charges 0.06%. On a $10,000 position that is $87 vs $6 annually, a gap of $81 per year that compounds over a long holding period. On income, FVC currently yields 1.96% against 3.31% for SCHD.
Holdings Overlap
FVC and SCHD share 0 holdings out of 105 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FVC or SCHD?
FVC has an expense ratio of 0.87% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, FVC or SCHD?
Over the past year FVC returned +18.82% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), FVC annualized +8.04% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, FVC or SCHD?
FVC has been the more volatile fund at 14.8% annualized versus 13.6% for SCHD. Worst drawdown: FVC -31.0% vs SCHD -33.4%.
Should I hold both FVC and SCHD?
FVC and SCHD have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FVC and SCHD?
FVC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, FVC or SCHD?
FVC yields 1.96% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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