FELV vs SCHV

AFELV

BSCHV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,751SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common47.5%FELV and SCHV

FELV

SCHV

Fidelity Enhanced Large Cap Value ETF · $3.4BSchwab U.S. Large-Cap Value ETF · $15.9B

[…]3 years · per year[…] · $18,218+22.1%

[…]5 years · per year[…] · $16,751+10.9%

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

1.35%12-mo yield$135 · $178 on $10k1.78%

−6.8%Worst dropSmaller wins−6.9%

10.9%VolatilityLower wins11.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFELV · SCHV

3.2%BRK-B3.4%

2.5%JPM3.0%

2.0%XOM2.4%

1.3%CVX1.5%

Held in common47.5%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.35%	+2.2%	+28.2%	+32.4%	new	new	−6.8%	$3.4B

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.35%	+2.2%	+28.2%	+32.4%	new	new	−6.8%	$3.4B

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

FELV vs SCHV

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,751

MeasureFELVSCHV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.35%1.78%

5 years, per year[…]+10.9%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y10.9%11.4%

2–2measures won
level

47.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: FELV, SCHV

Today

47.5%most shared, FELV and SCHV

FELVSCHV

FELV—47.5%

SCHV47.5%—

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

FELV$135 − $18 = $117

KeptFee

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