Compare · 3 funds side by side · dividends reinvested

FDMO, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,122FDMO · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

FDMO, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

Fidelity Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+4.9%+6.4%+23.5%+11.4%−14.2%20.9%$818M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDMO 2016 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Momentum Factor ETF · $818M$17,122

FDMO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

FDMO

More Ways to See the Pairs

FDMO vs SCHD: Top 5 Holdings

Today

FDMO

28.1%in top 5

SCHD

in top 521.4%

FDMOStockSCHD

9.0%AAPLnot top 5

7.4%NVDAnot top 5

5.0%GOOGLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: FDMO, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FDMO0.15%$15

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

Yields: FDMO, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+4.9%Year to dateJan 1 → Nov 10+33.8%

+6.4%1 yearTotal return+38.8%

+23.5%3 years · per year$10,000 became $18,848 · $17,062+19.5%

+11.4%5 years · per year$10,000 became $17,122 · $16,428+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.67%Trailing 12-mo yield$67 · $294 a year on $10k2.94%

−14.2%Worst dropSmaller is better−6.9%

20.9%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.1%AMZNnot top 5

2.7%MRNAnot top 5

Held in common6.4%

End-of-day Nov 10, 2026 · share of each fund

FDMO vs SCHD Returns, Every Period

5Y

FidelityFDMO

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FDMOSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FDMO vs SCHD

YTD

FidelityFDMO

+4.9%

SCHDSchwab

+33.8%

+4.9%Year to date+33.8%

−14.2%Worst drop · 1Y−6.9%

20.9%Volatility · 1Y11.8%

0.7%Yield2.9%

$818MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

FDMO0.67%$67

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FDMO$67 − $15 = $52

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDMO, SCHD, VUG

Today

46.0%most shared, FDMO and VUG

FDMOSCHDVUG

FDMO—6.4%46.0%

SCHD6.4%—0.8%

VUG46.0%0.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

FDMOWorst drop−14.2%20.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDMO

+33.8%Year to date+4.9%

2.9%Yield0.7%

+38.8%Past year+6.4%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FDMO, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three