Compare · 2 funds side by side · dividends reinvested

FINA and SCHD

FINAFidelity×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 / 03

FINA 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 North American Subset Index ETFUS Stock Styles · Large cap0.09%0.17%[…][…][…][…][…][…]$2.1B2.0

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: FINA 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FINA

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

FINAMeasureSCHD

[…]Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

0.17%Trailing 12-mo yield$17 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–2SCHD wins

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

More Ways to See the Pairs

FINA vs SCHD: Top 5 Holdings

Today

FINA

25.7%in top 5

SCHD

in top 521.6%

FINAStockSCHD

7.1%AAPLnot top 5

7.0%NVDAnot top 5

5.4%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.5%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.6%

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

FINA vs SCHD Returns, Every Period

FidelityFINA

[…]

past year

SCHDSchwab

+41.6%

past year

Returns […]

FINASCHDFaded: behind in that period

0–0Level

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

Stocks vs Income: FINA vs SCHD

YTD

FidelityFINA

[…]

SCHDSchwab

+35.3%

[…]Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

0.2%Yield2.9%

$2.1BAssets$123B

1–0SCHD wins

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

Cost, Income and Risk

Fees: FINA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FINA0.09%$9

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

Yields: FINA, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FINA0.17%$17

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FINA$17 − $9 = $8

KeptFee

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

Overlap: FINA, SCHD

Today

8.6%most shared, FINA and SCHD

FINASCHD

FINA—8.6%

SCHD8.6%—

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

FINAWorst drop[…][…]

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

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