FDRV vs SCHD

AFDRV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FDRV $5,747

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.2%FDRV and SCHD

FDRV

SCHD

Fidelity Electric Vehicles and Future Transportation ETF · $23MSchwab U.S. Dividend Equity ETF · $123B

+2.6%3 years · per year$10,809 · $17,908+21.4%

−10.5%5 years · per year$5,747 · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $291 on $10k2.91%

−31.6%Worst dropSmaller wins−6.9%

27.8%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRV · SCHD

3.4%ALV0.2%

Held in common0.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDRV vs SCHD

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,747

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDRVSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.44%2.91%

5 years, per year−10.5%+11.0%

3 years, per year+2.6%+21.4%

Worst drop · 1Y−31.6%−6.9%

Volatility · 1Y27.8%11.5%

6–0measures won
SCHD first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDRV, SCHD

Today

0.2%most shared, FDRV and SCHD

FDRVSCHD

FDRV—0.2%

SCHD0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FDRV$144 − $39 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee