FELV vs SCHX

AFELV

BSCHX

Measures won3–1FELV wins · of 6 · 5Y

$10,000 · 5Y$16,645SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.38%FELV · $138 on $10k

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

Held in common46.4%FELV and SCHX

FELV

SCHX

Fidelity Enhanced Large Cap Value ETF · $3.4BSchwab U.S. Large-Cap ETF · $74.3B

[…]3 years · per year[…] · $18,166+22.0%

[…]5 years · per year[…] · $16,646+10.7%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.38%12-mo yield$138 · $108 on $10k1.08%

−6.8%Worst dropSmaller wins−9.0%

11.3%VolatilityLower wins13.7%

3–1FELV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFELV · SCHX

6.3%AAPL7.3%

4.8%MSFT5.9%

6.2%AMZN3.7%

3.3%BRK-B1.5%

Held in common46.4%

End-of-day Nov 5, 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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.38%	−2.7%	+24.7%	+29.8%	new	new	−6.8%	$3.4B

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

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.38%	−2.7%	+24.7%	+29.8%	new	new	−6.8%	$3.4B

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

Cards for this view

FELV vs SCHX

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

SCHX

Schwab U.S. Large-Cap

$16,646

MeasureFELVSCHX

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.38%1.08%

5 years, per year[…]+10.7%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.8%−9.0%

Volatility · 1Y11.3%13.7%

3–1measures won
FELV first

46.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FELV, SCHX

Today

46.4%most shared, FELV and SCHX

FELVSCHX

FELV—46.4%

SCHX46.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

SCHX$108 − $3 = $105

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee