FEMG vs SCHD

AFEMG

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.2%FEMG and SCHD

FEMG

SCHD

Fidelity Enhanced Mid Cap Growth ETF · $6MSchwab U.S. Dividend Equity ETF · $120B

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

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

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

0.20%12-mo yield$20 · $296 on $10k2.96%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.8%

0–2SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEMG · SCHD

2.2%FAST1.5%

0.3%ARES0.7%

0.3%DRI0.6%

0.1%BAH0.2%

Held in common2.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$119.9B
3	AFEMG	Fidelity Enhanced Mid Cap Growth ETFRead Desk	0.23%	0.20%	+4.1%	new	new	new	new	[…]	$6M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$119.9B
3	AFEMG	Fidelity Enhanced Mid Cap Growth ETFRead Desk	0.23%	0.20%	+4.1%	new	new	new	new	[…]	$6M

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

FEMG vs SCHD

FEMG

Fidelity Enhanced Mid Cap Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFEMGSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield0.20%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

2–0measures won
SCHD first

2.2%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FEMG, SCHD, VUG

Today

5.8%most shared, FEMG and VUG

FEMGSCHDVUG

FEMG—2.2%5.8%

SCHD2.2%—0.8%

VUG5.8%0.8%—

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

VUG$41 − $3 = $38

FEMG$20 − $23 = −$3

KeptFee

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