Compare · 2 funds side by side · dividends reinvested

FNDX and SCHD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,636FNDX · best of the two

02 / 04

FNDX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.46%+19.9%+24.3%+23.2%+13.3%−6.0%10.4%$28.1B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

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: FNDX 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Large Company ETF · $28.1B$18,636

FNDX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

FNDXMeasureSCHD

+19.9%Year to dateJan 1 → Nov 5+32.3%

+24.3%1 yearTotal return+38.7%

+23.2%3 years · per year$10,000 became $18,679 · $17,414+20.3%

+13.3%5 years · per year$10,000 became $18,636 · $16,375+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $298 a year on $10k2.98%

−6.0%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.7%

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

4–4Level

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

More Ways to See the Pairs

FNDX vs SCHD: Top 5 Holdings

Today

FNDX

14.4%in top 5

SCHD

in top 521.7%

FNDXStockSCHD

4.8%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.3%MSFTnot top 5

2.3%XOMnot top 5

2.0%AMZNnot top 5

1.9%BRK-Bnot top 5

Held in common16.4%

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

FNDX vs SCHD Returns, Every Period

SchwabFNDX

+13.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FNDXSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: FNDX vs SCHD

YTD

SchwabFNDX

+19.9%

SCHDSchwab

+32.3%

+19.9%Year to date+32.3%

−6.0%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.7%

1.5%Yield3.0%

$28.1BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: FNDX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FNDX0.25%$25

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

Yields: FNDX, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FNDX1.46%$146

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FNDX$146 − $25 = $121

KeptFee

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

Overlap: FNDX, SCHD

Today

16.4%most shared, FNDX and SCHD

FNDXSCHD

FNDX—16.4%

SCHD16.4%—

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

FNDXWorst drop−6.0%10.4% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDFNDX

+32.3%Year to date+19.9%

3.0%Yield1.5%

+38.7%Past year+24.3%

0.06%Fee0.25%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026