Compare · 4 funds side by side · dividends reinvested

FSMD, SCHD, VUG and IWF

FSMDFidelity×SCHDSchwab×VUGVanguard×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

FSMD, SCHD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+18.0%+17.6%+8.7%−8.5%15.8%$2.5B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: FSMD 2019 · SCHD 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Small-Mid Multifactor ETF · $2.5B$15,146

FSMD

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%

Cost, Income and Risk

Fees: FSMD, SCHD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FSMD0.15%$15

IWF0.18%$18

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

FSMDMeasureSCHD

+15.1%Year to dateJan 1 → Nov 10+33.8%

+18.0%1 yearTotal return+38.8%

+17.6%3 years · per year$10,000 became $16,243 · $17,062+19.5%

+8.7%5 years · per year$10,000 became $15,146 · $16,428+10.4%

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

1.29%Trailing 12-mo yield$129 · $294 a year on $10k2.94%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%Pnot top 5

0.5%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%RVTYnot top 5

Held in common3.3%

End-of-day Nov 10, 2026 · share of each fund

FSMD vs SCHD Returns, Every Period

5Y

FidelityFSMD

+8.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSMDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSMD vs SCHD

YTD

FidelityFSMD

+15.1%

SCHDSchwab

+33.8%

+15.1%Year to date+33.8%

−8.5%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.8%

1.3%Yield2.9%

$2.5BAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: FSMD, SCHD, VUG, IWF

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

FSMD1.29%$129

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FSMD$129 − $15 = $114

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FSMD, SCHD, VUG, IWF

Today

78.6%most shared, VUG and IWF

FSMDSCHDVUGIWF

FSMD—3.3%0.1%1.4%

SCHD3.3%—0.8%3.6%

VUG0.1%0.8%—78.6%

IWF1.4%3.6%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSMD

+33.8%Year to date+15.1%

2.9%Yield1.3%

+38.8%Past year+18.0%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

FSMD, SCHD, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four