Compare · 3 funds side by side · dividends reinvested

FDFF, SCHD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FDFF, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+3.1%+6.4%+16.2%[…]−18.1%19.8%$44M2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDFF 2020 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FDFFMeasureSCHD

+3.1%Year to dateJan 1 → Nov 5+32.3%

+6.4%1 yearTotal return+38.7%

+16.2%3 years · per year$10,000 became $15,701 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

0.96%Trailing 12-mo yield$96 · $298 a year on $10k2.98%

−18.1%Worst dropSmaller is better−6.9%

19.8%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

FDFF vs SCHD: Top 5 Holdings

Today

FDFF

26.5%in top 5

SCHD

in top 521.7%

FDFFStockSCHD

6.7%BLKnot top 5

5.2%COFnot top 5

5.1%Vnot top 5

5.0%MAnot top 5

not top 5TXN4.7%

4.5%BKT.MCnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

FDFF vs SCHD Returns, Every Period

FidelityFDFF

+6.4%

past year

SCHDSchwab

+38.7%

past year

FDFFSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: FDFF vs SCHD

YTD

FidelityFDFF

+3.1%

SCHDSchwab

+32.3%

+3.1%Year to date+32.3%

−18.1%Worst drop · 1Y−6.9%

19.8%Volatility · 1Y11.7%

1.0%Yield3.0%

$44.2MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDFF0.50%$50

DRAM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDFF, SCHD, DRAM

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FDFF0.96%$96

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FDFF$96 − $50 = $46

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDFF, SCHD, DRAM

Today

0.7%most shared, FDFF and SCHD

FDFFSCHDDRAM

FDFF—0.7%0.0%

SCHD0.7%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FDFFWorst drop−18.1%19.8% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDFF

+32.3%Year to date+3.1%

3.0%Yield1.0%

+38.7%Past year+6.4%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026