Compare · 3 funds side by side · dividends reinvested

FPFD, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

FPFD, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.75%−1.5%−1.3%+6.8%+0.9%−4.8%3.3%$73M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FPFD 2021 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Preferred Securities & Income ETF · $73M$10,464

FPFD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

FPFDMeasureSCHD

−1.5%Year to dateJan 1 → Nov 9+33.2%

−1.3%1 yearTotal return+39.1%

+6.8%3 years · per year$10,000 became $12,178 · $17,123+19.6%

+0.9%5 years · per year$10,000 became $10,464 · $16,459+10.5%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

5.75%Trailing 12-mo yield$575 · $296 a year on $10k2.96%

−4.8%Worst dropSmaller is better−6.9%

3.3%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPFD vs SCHD: Top 5 Holdings

Today

FPFD

5.8%in top 5

SCHD

in top 521.4%

FPFDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.5%STRFnot top 5

1.4%SOJEnot top 5

1.3%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FPFD vs SCHD Returns, Every Period

FidelityFPFD

+0.9%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FPFDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FPFD vs SCHD

YTD

FidelityFPFD

−1.5%

SCHDSchwab

+33.2%

−1.5%Year to date+33.2%

−4.8%Worst drop · 1Y−6.9%

3.3%Volatility · 1Y11.8%

5.7%Yield3.0%

$73.3MAssets$120B

3–1FPFD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPFD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FPFD0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FPFD, SCHD, VIG

5.75%highest, FPFD

FundTrailing yieldYield$10k

FPFD5.75%$575

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$516most kept, FPFD

FPFD$575 − $59 = $516

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FPFD, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FPFDSCHDVIG

FPFD—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

FPFDWorst drop−4.8%3.3% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FPFDSCHD

−1.5%Year to date+33.2%

5.7%Yield3.0%

−1.3%Past year+39.1%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026