Compare · 3 funds side by side · dividends reinvested

FBCV, SCHD and IWF

FBCVFidelity×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $9,017 · 2022FBCV$16,861SCHD$16,267IWF$15,441Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,861FBCV · best of the three
02 / 04

FBCV, SCHD and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4
Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.30%+23.7%+30.0%+20.0%+11.0%−7.1%11.1%$199M1.8
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: FBCV 2020 · SCHD 2011 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
Fidelity Blue Chip Value ETF · $199M$16,861
FBCV
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

FBCVMeasureSCHD
+23.7%Year to dateJan 1 → Nov 6+31.4%
+30.0%1 yearTotal return+37.0%
+20.0%3 years · per year$10,000 became $17,294 · $17,266+20.0%
+11.0%5 years · per year$10,000 became $16,861 · $16,267+10.2%
0.57%Expense ratio$57 · $6 a year on $10k · lower is better0.06%
2.30%Trailing 12-mo yield$230 · $300 a year on $10k3.00%
−7.1%Worst dropSmaller is better−6.9%
11.1%VolatilityLower is calmer11.7%
FBCVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–5SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

FBCV vs SCHD: Top 5 Holdings

Today
23.0%in top 5
in top 521.4%
FBCVStockSCHD
6.6%AMZNnot top 5
6.0%MSFTnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
4.2%AAPLnot top 5
not top 5AMGN4.1%
3.7%XOMnot top 5
2.5%MRKnot top 5
Held in common9.8%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

FBCV vs SCHD Returns, Every Period

5Y
FidelityFBCV
+11.0%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+23.7%+31.4%YTD+30.0%+37.0%1 year+20.0%+20.0%3 yrs · yr+11.0%+10.2%5 yrs · yr
FBCVSCHDFaded: behind in that period
1–2SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: FBCV vs SCHD

YTD
FidelityFBCV
+23.7%
SCHDSchwab
+31.4%
Jan 1Nov 6+23.7%+31.4%
+23.7%Year to date+31.4%
−7.1%Worst drop · 1Y−6.9%
11.1%Volatility · 1Y11.7%
2.3%Yield3.0%
$199MAssets$120B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FBCV, SCHD, IWF

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IWF0.18%$18
FBCV0.57%$57
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FBCV, SCHD, IWF

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
FBCV2.30%$230
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
FBCV$230 − $57 = $173
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FBCV, SCHD, IWF

Today
14.7%most shared, FBCV and IWF
FBCVSCHDIWF
FBCV—9.8%14.7%
SCHD9.8%—3.7%
IWF14.7%3.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%FBCV +30.0%IWF −6.5%
FBCVWorst drop−7.1%11.1% vol
SCHDWorst drop−6.9%11.7% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+23.7%
+31.4%Year to date+23.7%
3.0%Yield2.3%
+37.0%Past year+30.0%
0.06%Fee0.57%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com