Compare · 3 funds side by side · dividends reinvested

FSEC, SCHD and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

FSEC, SCHD and BNDX, 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%$122B1.8

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B1.9

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.54%+0.4%+0.9%+6.3%+0.5%−5.0%4.6%$4.5B2.4

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: FSEC 2021 · SCHD 2011 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B$10,231

FSEC

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

FSECMeasureSCHD

+0.4%Year to dateJan 1 → Nov 9+33.2%

+0.9%1 yearTotal return+39.1%

+6.3%3 years · per year$10,000 became $12,002 · $17,123+19.6%

+0.5%5 years · per year$10,000 became $10,231 · $16,459+10.5%

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

4.54%Trailing 12-mo yield$454 · $296 a year on $10k2.96%

−5.0%Worst dropSmaller is better−6.9%

4.6%VolatilityLower is calmer11.8%

FSECSCHD 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

FSEC vs SCHD: Top 5 Holdings

Today

FSEC

[…]in top 5

SCHD

in top 521.4%

FSECStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

FSEC vs SCHD Returns, Every Period

FidelityFSEC

+0.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FSECSCHDFaded: behind in that period

0–4SCHD wins

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

FSEC vs BNDX

YTD

FidelityFSEC

+0.4%

BNDXVanguard

+1.0%

+0.4%Year to date+1.0%

−5.0%Worst drop · 1Y−3.2%

4.6%Volatility · 1Y3.8%

4.5%Yield4.6%

$4.5BAssets$82.9B

4–0BNDX wins

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

Cost, Income and Risk

Fees: FSEC, SCHD, BNDX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BNDX0.07%$7

FSEC0.36%$36

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

Yields: FSEC, SCHD, BNDX

4.63%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.63%$463

FSEC4.54%$454

SCHD2.96%$296

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

FSEC$454 − $36 = $418

SCHD$296 − $6 = $290

KeptFee

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

Overlap: FSEC, SCHD, BNDX

Today

[…]holdings […]

FSECSCHDBNDX

FSEC—[…][…]

SCHD[…]—[…]

BNDX[…][…]—

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

BNDXWorst drop−3.2%3.8% vol

FSECWorst drop−5.0%4.6% 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

BNDXSCHD

+1.0%Year to date+33.2%

4.6%Yield3.0%

+0.4%Past year+39.1%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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