Compare · 3 funds side by side · dividends reinvested

FSMD, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

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

Story of the three · RiskSmallest drop

FSMD, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.1%+17.9%+18.2%+8.5%−8.5%15.8%$2.5B2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: FSMD 2019 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Small-Mid Multifactor ETF · $2.5B$15,058

FSMD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

FSMD

More Ways to See the Pairs

FSMD vs SCHD: Top 5 Holdings

Today

FSMD

2.1%in top 5

SCHD

in top 521.7%

FSMDStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FSMD, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FSMD0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FSMD, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+16.1%Year to dateJan 1 → Nov 11+34.6%

+17.9%1 yearTotal return+39.3%

+18.2%3 years · per year$10,000 became $16,526 · $17,234+19.9%

+8.5%5 years · per year$10,000 became $15,058 · $16,418+10.4%

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

1.28%Trailing 12-mo yield$128 · $293 a year on $10k2.93%

−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 11, 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%RGAnot top 5

0.4%INCYnot top 5

Held in common3.3%

End-of-day Nov 11, 2026 · share of each fund

FSMD vs SCHD Returns, Every Period

5Y

FidelityFSMD

+8.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSMDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSMD vs SCHD

YTD

FidelityFSMD

+16.1%

SCHDSchwab

+34.6%

+16.1%Year to date+34.6%

−8.5%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.8%

1.3%Yield2.9%

$2.5BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

FSMD1.28%$128

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

FSMD$128 − $15 = $113

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSMD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FSMDVIGSCHD

FSMD—2.8%3.3%

VIG2.8%—14.5%

SCHD3.3%14.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FSMDWorst drop−8.5%15.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSMD

+34.6%Year to date+16.1%

2.9%Yield1.3%

+39.3%Past year+17.9%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FSMD, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three