FFSM vs SCHD

AFFSM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FFSM $14,248

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.8%FFSM and SCHD

FFSM

SCHD

Fidelity Fundamental Small-Mid Cap ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+19.8%3 years · per year$17,201 · $17,414+20.3%

+7.3%5 years · per year$14,248 · $16,375+10.4%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $298 on $10k2.98%

−13.0%Worst dropSmaller wins−6.9%

19.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · SCHD

1.1%EWBC0.4%

0.3%AFG0.2%

0.6%NXST0.1%

Held in common0.8%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

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

FFSM vs SCHD

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFFSMSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield0.49%2.98%

5 years, per year+7.3%+10.4%

3 years, per year+19.8%+20.3%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y19.2%11.7%

6–0measures won
SCHD first

0.8%

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: FFSM, SCHD

Today

0.8%most shared, FFSM and SCHD

FFSMSCHD

FFSM—0.8%

SCHD0.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FFSM$49 − $43 = $6

KeptFee

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