Compare · 3 funds side by side · dividends reinvested

FBCG, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

FBCG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Fidelity Blue Chip Growth ETFUS Stock Styles · Growth0.57%0.03%+5.1%+6.7%+25.3%+10.3%−14.9%22.0%$7.3B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FBCG 2020 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Growth ETF · $7.3B$16,357

FBCG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

FBCGMeasureSCHD

+5.1%Year to dateJan 1 → Nov 9+33.2%

+6.7%1 yearTotal return+39.1%

+25.3%3 years · per year$10,000 became $19,649 · $17,123+19.6%

+10.3%5 years · per year$10,000 became $16,357 · $16,459+10.5%

0.57%Expense ratio$57 · $6 a year on $10k · lower is better0.06%

0.03%Trailing 12-mo yield$3 · $296 a year on $10k2.96%

−14.9%Worst dropSmaller is better−6.9%

22.0%VolatilityLower is calmer11.8%

FBCGSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBCG vs SCHD: Top 5 Holdings

Today

FBCG

43.1%in top 5

SCHD

in top 521.4%

FBCGStockSCHD

15.5%NVDAnot top 5

9.5%AAPLnot top 5

8.6%GOOGLnot top 5

5.5%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%METAnot top 5

Held in common1.3%

End-of-day Nov 9, 2026 · share of each fund

FBCG vs SCHD Returns, Every Period

FidelityFBCG

+10.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FBCGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FBCG vs SCHD

YTD

FidelityFBCG

+5.1%

SCHDSchwab

+33.2%

+5.1%Year to date+33.2%

−14.9%Worst drop · 1Y−6.9%

22.0%Volatility · 1Y11.8%

0.0%Yield3.0%

$7.3BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCG, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FBCG0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FBCG, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IWF0.38%$38

FBCG0.03%$3

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

FBCG$3 − $57 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FBCG, SCHD, IWF

Today

65.6%most shared, FBCG and IWF

FBCGSCHDIWF

FBCG—1.3%65.6%

SCHD1.3%—3.6%

IWF65.6%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

FBCGWorst drop−14.9%22.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFBCG

+33.2%Year to date+5.1%

3.0%Yield0.0%

+39.1%Past year+6.7%

0.06%Fee0.57%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026