Compare · 3 funds side by side · dividends reinvested

VIG, FSMD and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

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

Story of the three · RiskSmallest drop

VIG, FSMD and SCHD, 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+18.0%+17.6%+8.7%−8.5%15.8%$2.5B2.9

Rank among the three1st → 3rdFee, 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: VIG 2006 · FSMD 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

FSMD

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

VIG

More Ways to See the Pairs

VIG vs FSMD: Top 5 Holdings

Today

VIG

22.1%in top 5

FSMD

in top 52.1%

VIGStockFSMD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: VIG, FSMD, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FSMD0.15%$15

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

Yields: VIG, FSMD, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

FSMD

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

+17.8%1 yearTotal return+18.0%

+18.6%3 years · per year$10,000 became $16,696 · $16,243+17.6%

+10.6%5 years · per year$10,000 became $16,583 · $15,146+8.7%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

1.46%Trailing 12-mo yield$146 · $129 a year on $10k1.29%

−7.9%Worst dropSmaller is better−8.5%

11.0%VolatilityLower is calmer15.8%

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

6–1VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5P0.6%

not top 5THC0.5%

not top 5GH0.4%

not top 5INCY0.4%

not top 5RVTY0.4%

Held in common2.8%

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

VIG vs FSMD Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

FSMDFidelity

+8.7%

5 years, per year

VIGFSMDFaded: behind in that period

2–1VIG wins

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

VIG vs SCHD

YTD

VanguardVIG

+15.1%

SCHDSchwab

+33.8%

+15.1%Year to date+33.8%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.5%Yield2.9%

$109BAssets$123B

3–1SCHD wins

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

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VIG1.46%$146

FSMD1.29%$129

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

FSMD$129 − $15 = $114

KeptFee

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

Overlap: VIG, FSMD, SCHD

Today

14.5%most shared, VIG and SCHD

VIGFSMDSCHD

VIG—2.8%14.5%

FSMD2.8%—3.3%

SCHD14.5%3.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

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

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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VIG, FSMD and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three