FELV vs SCHX

AFELV

BSCHX

Measures won3–1FELV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SCHX $16,892

Lowest cost0.03%SCHX · $3 on $10k

Most income1.36%FELV · $136 on $10k

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

Held in common46.3%FELV and SCHX

Fidelity Enhanced Large Cap Value ETF · $3.7BSchwab U.S. Large-Cap ETF · $73.6B

[…]3 years · per year[…] · $17,961+21.6%

[…]5 years · per year[…] · $16,892+11.1%

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

1.36%12-mo yield$136 · $105 on $10k1.05%

Cards for this view

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

SCHX

Schwab U.S. Large-Cap

$16,892

MeasureFELVSCHX

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.36%1.05%

5 years, per year[…]+11.1%

3 years, per year[…]+21.6%

Worst drop · 1Y−6.8%−9.0%

Volatility · 1Y11.3%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	−0.4%	+11.6%	+11.5%	+21.6%	+11.1%	−9.0%	$73.6B
3	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	−0.4%	+27.2%	+29.6%	new	new	−6.8%	$3.7B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.05%	−0.4%	+11.6%	+11.5%	+21.6%	+11.1%	−9.0%	$73.6B
3	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	−0.4%	+27.2%	+29.6%	new	new	−6.8%	$3.7B

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