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$17,510FIDU · 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%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$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 3, 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$17,510

FIDU

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

FIDUMeasureSCHD

+11.0%Year to dateJan 1 → Nov 3+32.8%

+10.3%1 yearTotal return+37.6%

+22.7%3 years · per year$10,000 became $18,471 · $17,784+21.2%

+11.9%5 years · per year$10,000 became $17,510 · $16,352+10.3%

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

0.91%Trailing 12-mo yield$91 · $297 a year on $10k2.97%

−12.4%Worst dropSmaller is better−6.9%

18.3%VolatilityLower is calmer11.4%

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

2–6SCHD wins

End-of-day Nov 3, 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

19.5%in top 5

SCHD

in top 521.4%

FIDUStockSCHD

4.9%GEnot top 5

not top 5TXN4.6%

not top 5PG4.3%

4.2%CATnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.1%RTXnot top 5

3.5%GEVnot top 5

2.7%UNPnot top 5

Held in common7.6%

End-of-day Nov 3, 2026 · share of each fund

FIDU vs SCHD Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

FIDUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: FIDU vs SCHD

YTD

FidelityFIDU

+11.0%

SCHDSchwab

+32.8%

+11.0%Year to date+32.8%

−12.4%Worst drop · 1Y−6.9%

18.3%Volatility · 1Y11.4%

0.9%Yield3.0%

$2.3BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: FIDU, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

FIDU0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FIDU$91 − $8 = $83

KeptFee

End-of-day Nov 3, 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 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

FIDUWorst drop−12.4%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFIDU

+32.8%Year to date+11.0%

3.0%Yield0.9%

+37.6%Past year+10.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026