Compare · 4 funds side by side · dividends reinvested

FDVV, VIG, SMH and SCHD

FDVVFidelity×VIGVanguard×SMHVanEck×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDVV, VIG, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.74%+12.9%+16.4%+21.0%+13.5%−9.3%11.6%$10.4B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDVV 2016 · VIG 2006 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity High Dividend ETF · $10.4B$18,825

FDVV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 31.7% in common

FDVVMeasureVIG

+12.9%Year to dateJan 1 → Nov 9+14.8%

+16.4%1 yearTotal return+17.6%

+21.0%3 years · per year$10,000 became $17,732 · $16,775+18.8%

+13.5%5 years · per year$10,000 became $18,825 · $16,638+10.7%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

2.74%Trailing 12-mo yield$274 · $146 a year on $10k1.46%

−9.3%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer11.0%

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

3–5VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDVV vs VIG: Top 5 Holdings

Today

FDVV

24.3%in top 5

VIG

in top 522.1%

FDVVStockVIG

7.1%AAPL4.9%

6.3%NVDAnot top 5

5.8%MSFT4.9%

2.4%AVGO4.3%

not top 5LLY4.1%

2.7%JPM3.9%

Held in common31.7%

End-of-day Nov 9, 2026 · share of each fund

FDVV vs VIG Returns, Every Period

FidelityFDVV

+13.5%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

FDVVVIGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDVV vs SCHD

YTD

FidelityFDVV

+12.9%

SCHDSchwab

+33.2%

+12.9%Year to date+33.2%

−9.3%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.8%

2.7%Yield3.0%

$10.4BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDVV, VIG, SMH, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FDVV0.15%$15

SMH0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDVV, VIG, SMH, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FDVV2.74%$274

VIG1.46%$146

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDVV$274 − $15 = $259

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDVV, VIG, SMH, SCHD

Today

31.7%most shared, FDVV and VIG

FDVVVIGSMHSCHD

FDVV—31.7%10.0%16.1%

VIG31.7%—10.3%14.5%

SMH10.0%10.3%—8.2%

SCHD16.1%14.5%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

FDVVWorst drop−9.3%11.6% vol

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026