Compare · 3 funds side by side · dividends reinvested

FINA, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,894SCHB · best of the three

02 / 04

FINA, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

Fidelity MSCI North American Subset Index ETFUS Stock Styles · Large cap0.09%0.17%[…][…][…][…][…][…]$2.1B3.0

Rank among the three1st → 3rdFee, 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: FINA 2026 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI North American Subset Index ETF · $2.1B[…]

FINA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 76.0% in common

FINAMeasureSCHB

[…]Year to dateJan 1 → Nov 3+11.6%

[…]1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.17%Trailing 12-mo yield$17 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

0–2SCHB wins

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

More Ways to See the Pairs

FINA vs SCHB: Top 5 Holdings

Today

FINA

25.5%in top 5

SCHB

in top 524.2%

FINAStockSCHB

7.3%AAPL6.8%

6.8%NVDA6.7%

5.3%MSFT5.2%

3.5%AMZN3.3%

2.6%GOOGL2.2%

Held in common76.0%

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

FINA vs SCHB Returns, Every Period

FidelityFINA

[…]

past year

SCHBSchwab

+11.7%

past year

Returns […]

FINASCHBFaded: behind in that period

0–0Level

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

FINA vs IJH

YTD

FidelityFINA

[…]

IJHiShares

+13.2%

[…]Year to date+13.2%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.2%Yield1.2%

$2.1BAssets$125B

1–0IJH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FINA, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

FINA0.09%$9

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

Yields: FINA, SCHB, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SCHB1.06%$106

FINA0.17%$17

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

SCHB$106 − $3 = $103

FINA$17 − $9 = $8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FINA, SCHB, IJH

Today

76.0%most shared, FINA and SCHB

FINASCHBIJH

FINA—76.0%0.1%

SCHB76.0%—4.7%

IJH0.1%4.7%—

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

Return vs Bumpiness: 3 ETFs

+15.7%IJH, at 15.0% volatility

SCHBWorst drop−8.9%13.1% vol

IJHWorst drop−8.8%15.0% vol

FINAWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHSCHB

+13.2%Year to date+11.6%

1.2%Yield1.1%

+15.7%Past year+11.7%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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