FELG vs SCHD

AFELG

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SCHD $16,459

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.3%FELG and SCHD

FELG

SCHD

Fidelity Enhanced Large Cap Growth ETF · $5.4BSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $296 on $10k2.96%

−14.7%Worst dropSmaller wins−6.9%

19.1%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFELG · SCHD

1.2%TXN4.3%

0.6%BMY3.0%

0.3%HD4.3%

0.2%MRK3.8%

Held in common2.3%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AFELG	Fidelity Enhanced Large Cap Growth ETFRead Desk	0.18%	0.39%	+1.0%	−3.8%	−4.7%	new	new	−14.7%	$5.4B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AFELG	Fidelity Enhanced Large Cap Growth ETFRead Desk	0.18%	0.39%	+1.0%	−3.8%	−4.7%	new	new	−14.7%	$5.4B

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

FELG vs SCHD

FELG

Fidelity Enhanced Large Cap Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFELGSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.39%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−14.7%−6.9%

Volatility · 1Y19.1%11.8%

4–0measures won
SCHD first

2.3%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: FELG, SCHD, IVV

Today

50.2%most shared, FELG and IVV

FELGSCHDIVV

FELG—2.3%50.2%

SCHD2.3%—8.6%

IVV50.2%8.6%—

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

IVV$111 − $3 = $108

FELG$39 − $18 = $21

KeptFee

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