Compare · 2 funds side by side · dividends reinvested

FIDU and SCHD

FIDUFidelity×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,537FIDU · best of the two

02 / 04

FIDU 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%$123B1.3

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.8

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: FIDU 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$16,537

FIDU

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

FIDUMeasureSCHD

+9.5%Year to dateJan 1 → Nov 5+35.3%

+9.4%1 yearTotal return+41.6%

+21.6%3 years · per year$10,000 became $17,986 · $17,908+21.4%

+11.9%5 years · per year$10,000 became $17,532 · $16,881+11.0%

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

0.92%Trailing 12-mo yield$92 · $291 a year on $10k2.91%

−12.4%Worst dropSmaller is better−6.9%

18.4%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

FIDU vs SCHD: Top 5 Holdings

Today

FIDU

19.4%in top 5

SCHD

in top 521.7%

FIDUStockSCHD

5.1%GEnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%CATnot top 5

4.0%RTXnot top 5

3.4%GEVnot top 5

2.8%UNPnot top 5

Held in common7.6%

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

FIDU vs SCHD Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FIDUSCHDFaded: behind in that period

2–2Level

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

Sector vs Income: FIDU vs SCHD

YTD

FidelityFIDU

+9.5%

SCHDSchwab

+35.3%

+9.5%Year to date+35.3%

−12.4%Worst drop · 1Y−6.9%

18.4%Volatility · 1Y11.5%

0.9%Yield2.9%

$2.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FIDU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FIDU0.08%$8

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

Yields: FIDU, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FIDU0.92%$92

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FIDU$92 − $8 = $84

KeptFee

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

Overlap: FIDU, SCHD

Today

7.6%most shared, FIDU and SCHD

FIDUSCHD

FIDU—7.6%

SCHD7.6%—

End-of-day Nov 5, 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

FIDUWorst drop−12.4%18.4% vol

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

Paid More vs Made More

YTD

SCHDFIDU

+35.3%Year to date+9.5%

2.9%Yield0.9%

+41.6%Past year+9.4%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026