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Schwab made investors more money ($85.0B). First Trust had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Schwab | First Trust |
|---|---|---|
| Funds in the category | 6 | 34 |
| Made money (W–L) | 6–0 | 31–1 |
| Win % | 100% | 97% |
| Money made | $18.5B | $2.0B |
| Typical return | +21.1% | +14.2% |
| Launches · 2026 | 0 | 1 |
| Assets | $120B | $16.7B |
| Fee per $100 | $0.10 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $44.2B | +11.8% ✓ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $28.5B | +25.2% ✓ |
| SCHA | Schwab U.S. Small-Cap ETF | $22.0B | +19.8% ✓ |
| SCHM | Schwab U.S. Mid-Cap ETF | $14.8B | +21.1% ✓ |
| FNDA | Schwab Fundamental U.S. Small Company Index ETF | $8.9B | +20.4% ✓ |
| FNDB | Schwab Fundamental U.S. Broad Market Index ETF | $1.5B | +24.8% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QQEW | First Trust Nasdaq-100 Select Equal Weight ETF | $1.8B | +4.7% ✓ |
| FEX | First Trust Large Cap Core AlphaDEX Fund | $1.6B | +19.7% ✓ |
| FTA | First Trust Large Cap Value AlphaDEX Fund | $1.5B | +29.8% ✓ |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | $1.4B | +15.9% ✓ |
| FYX | First Trust Small Cap Core AlphaDEX Fund | $1.4B | +29.2% ✓ |
| FPX | First Trust US Equity Opportunities ETF | $1.4B | +0.4% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.