Compare · 2 funds side by side · dividends reinvested

FDIS and SCHD

FDISFidelity×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

FDIS and SCHD, 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%$120B1.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.0

Rank among the two1st → 2ndFee, 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: FDIS 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

FDIS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

FDISMeasureSCHD

+0.1%Year to dateJan 1 → Nov 6+31.4%

−0.6%1 yearTotal return+37.0%

+15.8%3 years · per year$10,000 became $15,537 · $17,266+20.0%

+3.9%5 years · per year$10,000 became $12,079 · $16,267+10.2%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

0.76%Trailing 12-mo yield$76 · $300 a year on $10k3.00%

−15.5%Worst dropSmaller is better−6.9%

19.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs SCHD: Top 5 Holdings

Today

FDIS

47.2%in top 5

SCHD

in top 521.4%

FDISStockSCHD

22.4%AMZNnot top 5

14.4%TSLAnot top 5

5.2%HD4.3%

not top 5PG4.5%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.0%MCDnot top 5

2.3%TJXnot top 5

Held in common6.6%

End-of-day Nov 6, 2026 · share of each fund

FDIS vs SCHD Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FDISSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: FDIS vs SCHD

YTD

FidelityFDIS

+0.1%

SCHDSchwab

+31.4%

+0.1%Year to date+31.4%

−15.5%Worst drop · 1Y−6.9%

19.7%Volatility · 1Y11.7%

0.8%Yield3.0%

$1.6BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDIS0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDIS, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDIS0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDIS, SCHD

Today

6.6%most shared, FDIS and SCHD

FDISSCHD

FDIS—6.6%

SCHD6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDIS

+31.4%Year to date+0.1%

3.0%Yield0.8%

+37.0%Past year−0.6%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026