FELC vs SCHG

AFELC

BSCHG

Measures won3–1FELC wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHG $16,814

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common50.5%FELC and SCHG

FELC

SCHG

Fidelity Enhanced Large Cap Core ETF · $8.7BSchwab U.S. Large-Cap Growth ETF · $59.7B

[…]3 years · per year[…] · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

0.87%12-mo yield$87 · $42 on $10k0.42%

−9.1%Worst dropSmaller wins−15.0%

13.6%VolatilityLower wins17.8%

3–1FELC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFELC · SCHG

8.0%AAPL12.6%

7.2%NVDA11.0%

5.5%MSFT10.0%

4.3%AMZN6.4%

Held in common50.5%

End-of-day Nov 6, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	AFELC	Fidelity Enhanced Large Cap Core ETFRead Desk	0.18%	0.87%	+0.2%	+9.6%	+11.0%	new	new	−9.1%	$8.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	AFELC	Fidelity Enhanced Large Cap Core ETFRead Desk	0.18%	0.87%	+0.2%	+9.6%	+11.0%	new	new	−9.1%	$8.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FELC vs SCHG

FELC

Fidelity Enhanced Large Cap Core

[…]

SCHG

Schwab U.S. Large-Cap Growth

$16,814

MeasureFELCSCHG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield0.87%0.42%

5 years, per year[…]+11.0%

3 years, per year[…]+22.7%

Worst drop · 1Y−9.1%−15.0%

Volatility · 1Y13.6%17.8%

3–1measures won
FELC first

50.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FELC, SCHG, IVV

Today

68.0%most shared, FELC and IVV

FELCSCHGIVV

FELC—50.5%68.0%

SCHG50.5%—56.6%

IVV68.0%56.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FELC$87 − $18 = $69

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee