Compare · 3 funds side by side · dividends reinvested

SCHD, FNCL and VIG

SCHDSchwab×FNCLFidelity×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267VIG$16,243FNCL$15,379Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

SCHD, FNCL and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0
Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B2.6
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · FNCL 2013 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
FNCL
Fidelity MSCI Financials Index ETF · $2.3B$15,379

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

SCHDMeasureFNCL
+31.4%Year to dateJan 1 → Nov 6+5.2%
+37.0%1 yearTotal return+10.2%
+20.0%3 years · per year$10,000 became $17,266 · $18,650+23.1%
+10.2%5 years · per year$10,000 became $16,267 · $15,379+9.0%
0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%
3.00%Trailing 12-mo yield$300 · $160 a year on $10k1.60%
−6.9%Worst dropSmaller is better−14.8%
11.7%VolatilityLower is calmer15.3%
SCHDFNCL Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs FNCL: Top 5 Holdings

Today
21.4%in top 5
in top 536.2%
SCHDStockFNCL
not top 5JPM10.0%
not top 5BRK-B9.0%
not top 5V7.8%
not top 5MA5.9%
4.5%PGnot top 5
4.3%HDnot top 5
4.3%TXNnot top 5
4.3%KOnot top 5
4.1%AMGNnot top 5
not top 5BAC3.6%
Held in common4.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs FNCL Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
FNCLFidelity
+9.0%
5 years, per year
0%+10%+20%+30%+40%+31.4%+5.2%YTD+37.0%+10.2%1 year+20.0%+23.1%3 yrs · yr+10.2%+9.0%5 yrs · yr
SCHDFNCLFaded: behind in that period
3–1SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Sector: SCHD vs FNCL

YTD
SchwabSCHD
+31.4%
FNCLFidelity
+5.2%
Jan 1Nov 6+31.4%+5.2%
+31.4%Year to date+5.2%
−6.9%Worst drop · 1Y−14.8%
11.7%Volatility · 1Y15.3%
3.0%Yield1.6%
$120BAssets$2.3B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, FNCL, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
FNCL0.08%$8
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, FNCL, VIG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
FNCL1.60%$160
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
FNCL$160 − $8 = $152
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, FNCL, VIG

Today
20.2%most shared, FNCL and VIG
SCHDFNCLVIG
SCHD—4.2%14.5%
FNCL4.2%—20.2%
VIG14.5%20.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%VIG +14.3%FNCL +10.2%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
FNCLWorst drop−14.8%15.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
+37.0%Past year+14.3%
0.06%Fee0.04%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com