Compare · 2 funds side by side · dividends reinvested

FIVA and SCHD

FIVAFidelity×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,455FIVA · best of the two

02 / 04

FIVA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Fidelity International Value Factor ETFInternational · Ex-US broad0.18%2.83%+14.5%+26.0%+24.2%+13.0%−11.7%16.3%$630M1.8

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: FIVA 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity International Value Factor ETF · $630M$18,455

FIVA

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FIVAMeasureSCHD

+14.5%Year to dateJan 1 → Nov 5+32.3%

+26.0%1 yearTotal return+38.7%

+24.2%3 years · per year$10,000 became $19,167 · $17,414+20.3%

+13.0%5 years · per year$10,000 became $18,455 · $16,375+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

2.83%Trailing 12-mo yield$283 · $298 a year on $10k2.98%

−11.7%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.7%

FIVASCHD 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

FIVA vs SCHD: Top 5 Holdings

Today

FIVA

8.8%in top 5

SCHD

in top 521.7%

FIVAStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.4%ASML.ASnot top 5

1.7%ROP.SWnot top 5

1.7%8306.Tnot top 5

1.6%NESN.SWnot top 5

1.5%AZN.Lnot top 5

Held in common0.0%

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

FIVA vs SCHD Returns, Every Period

FidelityFIVA

+13.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FIVASCHDFaded: behind in that period

2–2Level

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

International vs Income: FIVA vs SCHD

YTD

FidelityFIVA

+14.5%

SCHDSchwab

+32.3%

+14.5%Year to date+32.3%

−11.7%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

2.8%Yield3.0%

$630MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FIVA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FIVA0.18%$18

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

Yields: FIVA, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FIVA2.83%$283

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FIVA$283 − $18 = $265

KeptFee

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

Overlap: FIVA, SCHD

Today

0.0%most shared, FIVA and SCHD

FIVASCHD

FIVA—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FIVAWorst drop−11.7%16.3% vol

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

Paid More vs Made More

YTD

SCHDFIVA

+32.3%Year to date+14.5%

3.0%Yield2.8%

+38.7%Past year+26.0%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026