Compare · 3 funds side by side · dividends reinvested

FFSM, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

FFSM, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.47%+15.8%+18.2%+20.4%+8.0%−13.0%19.4%$1.5B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: FFSM 2021 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Fundamental Small-Mid Cap ETF · $1.5B$14,685

FFSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

FFSM

More Ways to See the Pairs

FFSM vs VIG: Top 5 Holdings

Today

FFSM

8.1%in top 5

VIG

in top 522.1%

FFSMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: FFSM, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FFSM0.43%$43

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FFSM, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

VIG

+15.8%Year to dateJan 1 → Nov 11+16.0%

+18.2%1 yearTotal return+17.8%

+20.4%3 years · per year$10,000 became $17,440 · $16,811+18.9%

+8.0%5 years · per year$10,000 became $14,685 · $16,653+10.7%

0.43%Expense ratio$43 · $4 a year on $10k · lower is better0.04%

0.47%Trailing 12-mo yield$47 · $145 a year on $10k1.45%

−13.0%Worst dropSmaller is better−7.9%

19.4%VolatilityLower is calmer11.0%

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

2–6VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common1.3%

End-of-day Nov 11, 2026 · share of each fund

FFSM vs VIG Returns, Every Period

5Y

FidelityFFSM

+8.0%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

FFSMVIGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FFSM vs SCHD

YTD

FidelityFFSM

+15.8%

SCHDSchwab

+34.6%

+15.8%Year to date+34.6%

−13.0%Worst drop · 1Y−6.9%

19.4%Volatility · 1Y11.8%

0.5%Yield2.9%

$1.5BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

FFSM0.47%$47

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

FFSM$47 − $43 = $4

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FFSM, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FFSMVIGSCHD

FFSM—1.3%0.8%

VIG1.3%—14.5%

SCHD0.8%14.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FFSMWorst drop−13.0%19.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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FFSM, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three