Compare · 3 funds side by side · dividends reinvested

FELG, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

FELG, SCHD and IVV, 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%$122B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Fidelity Enhanced Large Cap Growth ETFLow-Cost Core · US large cap0.18%0.39%−3.8%−4.7%[…][…]−14.7%19.1%$5.4B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: FELG 2007 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Large Cap Growth ETF · $5.4B[…]

FELG

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

FELGMeasureSCHD

−3.8%Year to dateJan 1 → Nov 9+33.2%

−4.7%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $296 a year on $10k2.96%

−14.7%Worst dropSmaller is better−6.9%

19.1%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

FELG vs SCHD: Top 5 Holdings

Today

FELG

41.3%in top 5

SCHD

in top 521.4%

FELGStockSCHD

14.8%NVDAnot top 5

9.4%AAPLnot top 5

7.0%GOOGLnot top 5

5.9%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

4.3%AVGOnot top 5

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common2.3%

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

FELG vs SCHD Returns, Every Period

FidelityFELG

−4.7%

past year

SCHDSchwab

+39.1%

past year

FELGSCHDFaded: behind in that period

0–2SCHD wins

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

Core vs Income: FELG vs SCHD

YTD

FidelityFELG

−3.8%

SCHDSchwab

+33.2%

−3.8%Year to date+33.2%

−14.7%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.8%

0.4%Yield3.0%

$5.4BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FELG, SCHD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHD0.06%$6

FELG0.18%$18

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

Yields: FELG, SCHD, IVV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IVV1.11%$111

FELG0.39%$39

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

FELG$39 − $18 = $21

KeptFee

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

Overlap: FELG, SCHD, IVV

Today

50.2%most shared, FELG and IVV

FELGSCHDIVV

FELG—2.3%50.2%

SCHD2.3%—8.6%

IVV50.2%8.6%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IVVWorst drop−8.9%13.8% vol

FELGWorst drop−14.7%19.1% vol

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

Paid More vs Made More

YTD

SCHDIVV

+33.2%Year to date+11.3%

3.0%Yield1.1%

+39.1%Past year+13.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026