Compare · 3 funds side by side · dividends reinvested

FSMD, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

FSMD, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.6

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.30%+14.9%+16.4%+18.1%+8.4%−8.5%15.8%$2.5B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: FSMD 2019 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Small-Mid Multifactor ETF · $2.5B$14,976

FSMD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

FSMD

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FSMD vs SCHD: Top 5 Holdings

Today

FSMD

2.1%in top 5

SCHD

in top 521.7%

FSMDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FSMD, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

FSMD0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FSMD, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+14.9%Year to dateJan 1 → Nov 12+34.2%

+16.4%1 yearTotal return+36.8%

+18.1%3 years · per year$10,000 became $16,460 · $17,257+19.9%

+8.4%5 years · per year$10,000 became $14,976 · $16,429+10.4%

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

1.30%Trailing 12-mo yield$130 · $293 a year on $10k2.93%

−8.5%Worst dropSmaller is better−6.9%

15.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%Pnot top 5

0.5%THCnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%RGAnot top 5

Held in common3.3%

End-of-day Nov 12, 2026 · share of each fund

FSMD vs SCHD Returns, Every Period

5Y

FidelityFSMD

+8.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSMDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSMD vs SCHD

YTD

FidelityFSMD

+14.9%

SCHDSchwab

+34.2%

+14.9%Year to date+34.2%

−8.5%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.7%

1.3%Yield2.9%

$2.5BAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

FSMD1.30%$130

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

FSMD$130 − $15 = $115

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FSMD, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

FSMDSCHDVTV

FSMD—3.3%0.1%

SCHD3.3%—17.9%

VTV0.1%17.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

FSMDWorst drop−8.5%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.2%Year to date+21.7%

2.9%Yield1.8%

+36.8%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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FSMD, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three