Compare · 2 funds side by side · dividends reinvested

FENY and SCHD

FENYFidelity×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,750FENY · best of the two

02 / 04

FENY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.34%+38.4%+42.7%+16.0%+19.9%−14.9%23.3%$2.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FENY 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Energy Index ETF · $2.1B$24,750

FENY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

FENYMeasureSCHD

+38.4%Year to dateJan 1 → Nov 5+32.3%

+42.7%1 yearTotal return+38.7%

+16.0%3 years · per year$10,000 became $15,619 · $17,414+20.3%

+19.9%5 years · per year$10,000 became $24,750 · $16,375+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.34%Trailing 12-mo yield$234 · $298 a year on $10k2.98%

−14.9%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

FENY vs SCHD: Top 5 Holdings

Today

FENY

53.1%in top 5

SCHD

in top 521.7%

FENYStockSCHD

23.3%XOMnot top 5

15.0%CVXnot top 5

6.3%COPnot top 5

not top 5TXN4.7%

not top 5PG4.4%

4.3%MPCnot top 5

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%VLOnot top 5

Held in common12.9%

End-of-day Nov 5, 2026 · share of each fund

FENY vs SCHD Returns, Every Period

FidelityFENY

+19.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FENYSCHDFaded: behind in that period

3–1FENY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FENY vs SCHD

YTD

FidelityFENY

+38.4%

SCHDSchwab

+32.3%

+38.4%Year to date+32.3%

−14.9%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.7%

2.3%Yield3.0%

$2.1BAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FENY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FENY0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FENY, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FENY2.34%$234

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FENY$234 − $8 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FENY, SCHD

Today

12.9%most shared, FENY and SCHD

FENYSCHD

FENY—12.9%

SCHD12.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.7%FENY, at 23.3% volatility

SCHDWorst drop−6.9%11.7% vol

FENYWorst drop−14.9%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFENY

+32.3%Year to date+38.4%

3.0%Yield2.3%

+38.7%Past year+42.7%

0.06%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026