FBCG vs SCHD

AFBCG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FBCG $16,357

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.3%FBCG and SCHD

FBCG

SCHD

Fidelity Blue Chip Growth ETF · $7.3BSchwab U.S. Dividend Equity ETF · $120B

+25.3%3 years · per year$19,649 · $17,123+19.6%

+10.3%5 years · per year$16,357 · $16,459+10.5%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

0.03%12-mo yield$3 · $296 on $10k2.96%

−14.9%Worst dropSmaller wins−6.9%

22.0%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBCG · SCHD

0.5%TGT1.7%

0.5%UNH3.9%

0.1%HD4.3%

0.1%KO4.3%

Held in common1.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFBCG	Fidelity Blue Chip Growth ETFRead Desk	0.57%	0.03%	+2.9%	+5.1%	+6.7%	+25.3%	+10.3%	−14.9%	$7.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFBCG	Fidelity Blue Chip Growth ETFRead Desk	0.57%	0.03%	+2.9%	+5.1%	+6.7%	+25.3%	+10.3%	−14.9%	$7.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBCG vs SCHD

FBCG

Fidelity Blue Chip Growth

$16,357

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFBCGSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.03%2.96%

5 years, per year+10.3%+10.5%

3 years, per year+25.3%+19.6%

Worst drop · 1Y−14.9%−6.9%

Volatility · 1Y22.0%11.8%

5–1measures won
SCHD first

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FBCG, SCHD, IWF

Today

65.6%most shared, FBCG and IWF

FBCGSCHDIWF

FBCG—1.3%65.6%

SCHD1.3%—3.6%

IWF65.6%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

FBCG$3 − $57 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee