Compare · 2 funds side by side · dividends reinvested

SCHG and FELV

SCHGSchwab×FELVFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,712SCHG · best of the two

02 / 04

SCHG and FELV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.38%+25.5%+29.5%[…][…]−6.8%10.7%$3.4B1.2

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SCHG 2009 · FELV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

SCHG

FELV

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

SCHGMeasureFELV

+5.5%Year to dateJan 1 → Nov 3+25.5%

+3.2%1 yearTotal return+29.5%

+25.4%3 years · per year$10,000 became $19,730 · […][…]

+12.1%5 years · per year$10,000 became $17,712 · […][…]

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

0.41%Trailing 12-mo yield$41 · $138 a year on $10k1.38%

−16.0%Worst dropSmaller is better−6.8%

16.9%VolatilityLower is calmer10.7%

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

1–5FELV wins

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

More Ways to See the Pairs

SCHG vs FELV: Top 5 Holdings

Today

SCHG

42.9%in top 5

FELV

in top 522.0%

SCHGStockFELV

12.0%AAPL6.1%

11.9%NVDAnot top 5

9.1%MSFT4.4%

5.8%AMZN5.8%

4.1%AVGOnot top 5

not top 5BRK-B3.2%

not top 5JPM2.6%

Held in common23.6%

End-of-day Nov 3, 2026 · share of each fund

SCHG vs FELV Returns, Every Period

SchwabSCHG

+3.2%

past year

FELVFidelity

+29.5%

past year

SCHGFELVFaded: behind in that period

0–2FELV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHG vs FELV

YTD

SchwabSCHG

+5.5%

FELVFidelity

+25.5%

+5.5%Year to date+25.5%

−16.0%Worst drop · 1Y−6.8%

16.9%Volatility · 1Y10.7%

0.4%Yield1.4%

$61.1BAssets$3.4B

4–0FELV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHG, FELV

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

FELV0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHG, FELV

1.38%highest, FELV

FundTrailing yieldYield$10k

FELV1.38%$138

SCHG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHG, FELV

Today

23.6%most shared, SCHG and FELV

SCHGFELV

SCHG—23.6%

FELV23.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%FELV, at 10.7% volatility

FELVWorst drop−6.8%10.7% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FELVSCHG

+25.5%Year to date+5.5%

1.4%Yield0.4%

+29.5%Past year+3.2%

0.18%Fee0.04%

3–1FELV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026