FCA vs. SCHD
Compare and contrast key facts about First Trust China AlphaDEX Fund (FCA) and Schwab U.S. Dividend Equity ETF (SCHD).
FCA and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCA is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX China Index. It was launched on Apr 18, 2011. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both FCA and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FCA vs. SCHD - Performance Comparison
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FCA vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCA First Trust China AlphaDEX Fund | 10.86% | 45.20% | 14.07% | -8.28% | -17.61% | -0.65% | 11.80% | 18.72% | -18.30% | 60.26% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, FCA achieves a 10.86% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, FCA has underperformed SCHD with an annualized return of 9.40%, while SCHD has yielded a comparatively higher 12.31% annualized return.
FCA
- 1D
- -0.29%
- 1M
- -7.82%
- YTD
- 10.86%
- 6M
- 8.68%
- 1Y
- 53.93%
- 3Y*
- 17.99%
- 5Y*
- 5.95%
- 10Y*
- 9.40%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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FCA vs. SCHD - Expense Ratio Comparison
FCA has a 0.80% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
FCA vs. SCHD — Risk / Return Rank
FCA
SCHD
FCA vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust China AlphaDEX Fund (FCA) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCA | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 0.89 | +1.18 |
Sortino ratioReturn per unit of downside risk | 2.56 | 1.35 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.19 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.34 | 1.19 | +2.14 |
Martin ratioReturn relative to average drawdown | 15.08 | 3.99 | +11.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCA | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 0.89 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.59 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.74 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.84 | -0.71 |
Correlation
The correlation between FCA and SCHD is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCA vs. SCHD - Dividend Comparison
FCA's dividend yield for the trailing twelve months is around 2.32%, less than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCA First Trust China AlphaDEX Fund | 2.32% | 2.67% | 5.17% | 5.70% | 6.00% | 4.91% | 4.12% | 3.73% | 3.10% | 2.30% | 2.51% | 4.13% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
FCA vs. SCHD - Drawdown Comparison
The maximum FCA drawdown since its inception was -45.56%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FCA and SCHD.
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Drawdown Indicators
| FCA | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.56% | -33.37% | -12.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.81% | -12.74% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -42.47% | -16.85% | -25.62% |
Max Drawdown (10Y)Largest decline over 10 years | -42.47% | -33.37% | -9.10% |
Current DrawdownCurrent decline from peak | -8.75% | -2.89% | -5.86% |
Average DrawdownAverage peak-to-trough decline | -21.81% | -3.34% | -18.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.89% | -0.39% |
Volatility
FCA vs. SCHD - Volatility Comparison
First Trust China AlphaDEX Fund (FCA) has a higher volatility of 8.25% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that FCA's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCA | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.25% | 2.40% | +5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 16.57% | 7.96% | +8.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.19% | 15.74% | +10.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.43% | 14.40% | +13.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.57% | 16.70% | +9.87% |