Compare · 3 funds side by side · dividends reinvested

FBOT, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

FBOT, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B2.0

Fidelity Disruptive Automation ETFThematic · Disruptive tech0.50%0.42%+12.0%+8.8%+21.6%[…]−15.2%23.1%$213M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: FBOT 2020 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Automation ETF · $213M[…]

FBOT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FBOTMeasureSCHD

+12.0%Year to dateJan 1 → Nov 4+35.3%

+8.8%1 yearTotal return+41.6%

+21.6%3 years · per year$10,000 became $17,970 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.42%Trailing 12-mo yield$42 · $291 a year on $10k2.91%

−15.2%Worst dropSmaller is better−6.9%

23.1%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBOT vs SCHD: Top 5 Holdings

Today

FBOT

23.0%in top 5

SCHD

in top 521.6%

FBOTStockSCHD

5.6%DEnot top 5

5.4%2330.TWnot top 5

4.8%NVDAnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%PLTRnot top 5

3.4%AXONnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FBOT vs SCHD Returns, Every Period

FidelityFBOT

+8.8%

past year

SCHDSchwab

+41.6%

past year

FBOTSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: FBOT vs SCHD

YTD

FidelityFBOT

+12.0%

SCHDSchwab

+35.3%

+12.0%Year to date+35.3%

−15.2%Worst drop · 1Y−6.9%

23.1%Volatility · 1Y11.5%

0.4%Yield2.9%

$213MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBOT, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

FBOT0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FBOT, SCHD, SMH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FBOT0.42%$42

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FBOT$42 − $50 = −$8

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FBOT, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

FBOTSCHDSMH

FBOT—0.0%7.4%

SCHD0.0%—8.6%

SMH7.4%8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

FBOTWorst drop−15.2%23.1% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026