Compare · 3 funds side by side · dividends reinvested

FDLS, SCHD and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

FDLS, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.3

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.6%+17.9%+19.9%[…]−10.8%17.3%$252M2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDLS 2022 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

FDLS

Inspire Fidelis Multi Factor ETF · $252M[…]

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SCHDMeasure

More Ways to See the Pairs

SCHD vs FDLS: Top 5 Holdings

Today

SCHD

21.7%in top 5

FDLS

in top 57.0%

SCHDStockFDLS

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: FDLS, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

FDLS0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDLS, SCHD, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

FDLS

+34.6%Year to dateJan 1 → Nov 11+15.6%

+39.3%1 yearTotal return+17.9%

+19.9%3 years · per year$10,000 became $17,234 · $17,256+19.9%

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $66 a year on $10k · lower is better0.66%

2.93%Trailing 12-mo yield$293 · $86 a year on $10k0.86%

−6.9%Worst dropSmaller is better−10.8%

11.8%VolatilityLower is calmer17.3%

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

6–0SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TLS1.9%

not top 5FLYW1.3%

not top 5VCTR1.3%

not top 5ACIW1.2%

not top 5CON1.2%

Held in common2.4%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs FDLS Returns, Every Period

1Y

SchwabSCHD

+39.3%

past year

FDLSInspire

+17.9%

past year

SCHDFDLSFaded: behind in that period

2–0SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VO

YTD

SchwabSCHD

+34.6%

VOVanguard

+15.0%

+34.6%Year to date+15.0%

−6.9%Worst drop · 1Y−8.2%

11.8%Volatility · 1Y13.1%

2.9%Yield1.3%

$123BAssets$103B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.33%$133

FDLS0.86%$86

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$133 − $3 = $130

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDLS, SCHD, VO

Today

6.9%most shared, SCHD and VO

FDLSSCHDVO

FDLS—2.4%3.6%

SCHD2.4%—6.9%

VO3.6%6.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

FDLSWorst drop−10.8%17.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDLS

+34.6%Year to date+15.6%

2.9%Yield0.9%

+39.3%Past year+17.9%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FDLS, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three