Compare · 3 funds side by side · dividends reinvested

FSEC, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FSEC, SCHD and BND, 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%$123B1.9

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.55%+0.1%+1.0%+6.9%+0.4%−5.0%4.6%$4.5B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.1

Rank among the three1st → 3rdFee, 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: FSEC 2021 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B$10,210

FSEC

SCHD

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

$10,000 five years ago, dividends reinvested

FSECMeasureSCHD

+0.1%Year to dateJan 1 → Nov 5+35.3%

+1.0%1 yearTotal return+41.6%

+6.9%3 years · per year$10,000 became $12,199 · $17,908+21.4%

+0.4%5 years · per year$10,000 became $10,207 · $16,881+11.0%

0.36%Expense ratio$36 · $6 a year on $10k · lower is better0.06%

4.55%Trailing 12-mo yield$455 · $291 a year on $10k2.91%

−5.0%Worst dropSmaller is better−6.9%

4.6%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

FSEC vs SCHD: Top 5 Holdings

Today

FSEC

[…]in top 5

SCHD

in top 521.7%

FSECStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

FSEC vs SCHD Returns, Every Period

FidelityFSEC

+0.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

FSECSCHDFaded: behind in that period

0–4SCHD wins

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

FSEC vs BND

YTD

FidelityFSEC

+0.1%

BNDVanguard

−0.1%

+0.1%Year to date−0.1%

−5.0%Worst drop · 1Y−4.5%

4.6%Volatility · 1Y4.0%

4.6%Yield4.1%

$4.5BAssets$161B

2–2level

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

Cost, Income and Risk

Fees: FSEC, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

FSEC0.36%$36

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

Yields: FSEC, SCHD, BND

4.55%highest, FSEC

FundTrailing yieldYield$10k

FSEC4.55%$455

BND4.13%$413

SCHD2.91%$291

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

Income After Fees on $10,000

$419most kept, FSEC

FSEC$455 − $36 = $419

BND$413 − $3 = $410

SCHD$291 − $6 = $285

KeptFee

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

Overlap: FSEC, SCHD, BND

Today

[…]holdings […]

FSECSCHDBND

FSEC—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

BNDWorst drop−4.5%4.0% vol

FSECWorst drop−5.0%4.6% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

FSECSCHD

+0.1%Year to date+35.3%

4.6%Yield2.9%

+1.0%Past year+41.6%

0.36%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 5, 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 5, 2026