Compare · 4 funds side by side · dividends reinvested

FSEC, SCHD, VIG and BNDX

FSECFidelity×SCHDSchwab×VIGVanguard×BNDXVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

FSEC, SCHD, VIG and BNDX, 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%$123B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.4

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.65%+0.6%+0.0%+4.6%+0.3%−3.2%3.8%$82.9B2.6

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.55%+0.1%+1.0%+6.9%+0.4%−5.0%4.6%$4.5B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FSEC 2021 · SCHD 2011 · VIG 2006 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B$10,207

FSEC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

FSECMeasureSCHD

+0.1%Year to dateJan 1 → Nov 4+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 4, 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 521.6%

FSECStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 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 4, 2026 · dividends in · faded = behind in that period

FSEC vs BNDX

YTD

FidelityFSEC

+0.1%

BNDXVanguard

+0.6%

+0.1%Year to date+0.6%

−5.0%Worst drop · 1Y−3.2%

4.6%Volatility · 1Y3.8%

4.6%Yield4.6%

$4.5BAssets$82.9B

3–0BNDX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSEC, SCHD, VIG, BNDX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BNDX0.07%$7

FSEC0.36%$36

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSEC, SCHD, VIG, BNDX

4.65%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.65%$465

FSEC4.55%$455

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

FSEC$455 − $36 = $419

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSEC, SCHD, VIG, BNDX

Today

14.5%most shared, SCHD and VIG

FSECSCHDVIGBNDX

FSEC—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

BNDX[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

BNDXWorst drop−3.2%3.8% vol

FSECWorst drop−5.0%4.6% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BNDXSCHD

+0.6%Year to date+35.3%

4.6%Yield2.9%

+0.0%Past year+41.6%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026