Compare · 3 funds side by side · dividends reinvested

FFSM, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FFSM, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.49%+11.2%+14.9%+19.9%+7.7%−13.0%19.2%$1.5B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: FFSM 2021 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.5B$14,488

FFSM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

FFSMMeasureSCHD

+11.2%Year to dateJan 1 → Nov 6+31.4%

+14.9%1 yearTotal return+37.0%

+19.9%3 years · per year$10,000 became $17,236 · $17,266+20.0%

+7.7%5 years · per year$10,000 became $14,489 · $16,267+10.2%

0.43%Expense ratio$43 · $6 a year on $10k · lower is better0.06%

0.49%Trailing 12-mo yield$49 · $300 a year on $10k3.00%

−13.0%Worst dropSmaller is better−6.9%

19.2%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FFSM vs SCHD: Top 5 Holdings

Today

FFSM

8.1%in top 5

SCHD

in top 521.4%

FFSMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.7%ATInot top 5

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

FFSM vs SCHD Returns, Every Period

FidelityFFSM

+7.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FFSMSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FFSM vs SCHD

YTD

FidelityFFSM

+11.2%

SCHDSchwab

+31.4%

+11.2%Year to date+31.4%

−13.0%Worst drop · 1Y−6.9%

19.2%Volatility · 1Y11.7%

0.5%Yield3.0%

$1.5BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FFSM, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FFSM0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FFSM, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FFSM0.49%$49

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

FFSM$49 − $43 = $6

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FFSM, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

FFSMSCHDIWF

FFSM—0.8%1.2%

SCHD0.8%—3.7%

IWF1.2%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FFSMWorst drop−13.0%19.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFFSM

+31.4%Year to date+11.2%

3.0%Yield0.5%

+37.0%Past year+14.9%

0.06%Fee0.43%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026