Compare · 4 funds side by side · dividends reinvested

FSMD, SCHD, IWF and VUG

FSMDFidelity×SCHDSchwab×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

FSMD, SCHD, IWF and VUG, 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%$122B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

Rank among the four1st → 4thFee, 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: FSMD 2019 · SCHD 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,143

FSMD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

FSMDMeasureSCHD

+15.1%Year to dateJan 1 → Nov 9+33.2%

+19.1%1 yearTotal return+39.1%

+18.4%3 years · per year$10,000 became $16,609 · $17,123+19.6%

+8.7%5 years · per year$10,000 became $15,143 · $16,459+10.5%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.29%Trailing 12-mo yield$129 · $296 a year on $10k2.96%

−8.5%Worst dropSmaller is better−6.9%

15.8%VolatilityLower is calmer11.8%

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

0–8SCHD wins

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

More Ways to See the Pairs

FSMD vs SCHD: Top 5 Holdings

Today

FSMD

2.1%in top 5

SCHD

in top 521.4%

FSMDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common3.3%

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

FSMD vs SCHD Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FSMDSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: FSMD vs SCHD

YTD

FidelityFSMD

+15.1%

SCHDSchwab

+33.2%

+15.1%Year to date+33.2%

−8.5%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.8%

1.3%Yield3.0%

$2.5BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FSMD, SCHD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FSMD0.15%$15

IWF0.18%$18

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

Yields: FSMD, SCHD, IWF, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FSMD1.29%$129

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FSMD$129 − $15 = $114

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: FSMD, SCHD, IWF, VUG

Today

78.1%most shared, IWF and VUG

FSMDSCHDIWFVUG

FSMD—3.3%1.4%0.1%

SCHD3.3%—3.6%0.8%

IWF1.4%3.6%—78.1%

VUG0.1%0.8%78.1%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FSMDWorst drop−8.5%15.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SCHDFSMD

+33.2%Year to date+15.1%

3.0%Yield1.3%

+39.1%Past year+19.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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