Compare · 2 funds side by side · dividends reinvested

FELV and SCHX

FELVFidelity×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,217SCHX · best of the two

02 / 04

FELV and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.38%+25.5%+29.5%[…][…]−6.8%10.7%$3.4B1.2

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FELV 2007 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

FELV

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 46.0% in common

FELVMeasureSCHX

+25.5%Year to dateJan 1 → Nov 3+11.3%

+29.5%1 yearTotal return+11.4%

[…]3 years · per year$10,000 became […] · $19,063+24.0%

[…]5 years · per year$10,000 became […] · $17,217+11.5%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.38%Trailing 12-mo yield$138 · $105 a year on $10k1.05%

−6.8%Worst dropSmaller is better−9.0%

10.7%VolatilityLower is calmer12.9%

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

5–1FELV wins

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

More Ways to See the Pairs

FELV vs SCHX: Top 5 Holdings

Today

FELV

22.0%in top 5

SCHX

in top 525.7%

FELVStockSCHX

6.1%AAPL7.2%

not top 5NVDA7.1%

5.8%AMZN3.5%

4.4%MSFT5.5%

3.2%BRK-Bnot top 5

2.6%JPMnot top 5

not top 5GOOGL2.4%

Held in common46.0%

End-of-day Nov 3, 2026 · share of each fund

FELV vs SCHX Returns, Every Period

FidelityFELV

+29.5%

past year

SCHXSchwab

+11.4%

past year

FELVSCHXFaded: behind in that period

2–0FELV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FELV vs SCHX

YTD

FidelityFELV

+25.5%

SCHXSchwab

+11.3%

+25.5%Year to date+11.3%

−6.8%Worst drop · 1Y−9.0%

10.7%Volatility · 1Y12.9%

1.4%Yield1.1%

$3.4BAssets$72.9B

4–0FELV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FELV, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

FELV0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FELV, SCHX

1.38%highest, FELV

FundTrailing yieldYield$10k

FELV1.38%$138

SCHX1.05%$105

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

SCHX$105 − $3 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FELV, SCHX

Today

46.0%most shared, FELV and SCHX

FELVSCHX

FELV—46.0%

SCHX46.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%FELV, at 10.7% volatility

FELVWorst drop−6.8%10.7% vol

SCHXWorst drop−9.0%12.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FELVSCHX

+25.5%Year to date+11.3%

1.4%Yield1.1%

+29.5%Past year+11.4%

0.18%Fee0.03%

3–1FELV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026