Compare · 2 funds side by side · dividends reinvested

FHLC and SCHD

FHLCFidelity×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

FHLC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Fidelity MSCI Health Care Index ETFSectors · Health care0.08%1.12%+23.4%+32.2%+17.9%+8.3%−10.4%16.1%$3.5B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FHLC 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Health Care Index ETF · $3.5B$14,895

FHLC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

FHLCMeasureSCHD

+23.4%Year to dateJan 1 → Nov 4+35.3%

+32.2%1 yearTotal return+41.6%

+17.9%3 years · per year$10,000 became $16,384 · $17,908+21.4%

+8.3%5 years · per year$10,000 became $14,895 · $16,881+11.0%

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

1.12%Trailing 12-mo yield$112 · $291 a year on $10k2.91%

−10.4%Worst dropSmaller is better−6.9%

16.1%VolatilityLower is calmer11.5%

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

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FHLC vs SCHD: Top 5 Holdings

Today

FHLC

38.8%in top 5

SCHD

in top 521.6%

FHLCStockSCHD

14.6%LLYnot top 5

8.3%JNJnot top 5

6.5%ABBVnot top 5

not top 5TXN4.8%

4.8%UNHnot top 5

4.6%MRKnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common15.0%

End-of-day Nov 4, 2026 · share of each fund

FHLC vs SCHD Returns, Every Period

FidelityFHLC

+8.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FHLCSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FHLC vs SCHD

YTD

FidelityFHLC

+23.4%

SCHDSchwab

+35.3%

+23.4%Year to date+35.3%

−10.4%Worst drop · 1Y−6.9%

16.1%Volatility · 1Y11.5%

1.1%Yield2.9%

$3.5BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHLC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FHLC0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FHLC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FHLC1.12%$112

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FHLC$112 − $8 = $104

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FHLC, SCHD

Today

15.0%most shared, FHLC and SCHD

FHLCSCHD

FHLC—15.0%

SCHD15.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

FHLCWorst drop−10.4%16.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFHLC

+35.3%Year to date+23.4%

2.9%Yield1.1%

+41.6%Past year+32.2%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026