FFSM vs SCHD

AFFSM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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 · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+19.9%3 years · per year$17,236 · $17,266+20.0%

+7.7%5 years · per year$14,489 · $16,267+10.2%

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

0.49%12-mo yield$49 · $300 on $10k3.00%

−13.0%Worst dropSmaller wins−6.9%

19.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFSM · SCHD

1.1%EWBC0.4%

0.3%AFG0.3%

0.6%NXST0.1%

Held in common0.8%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk	0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk	0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

End-of-day Nov 6, 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

$14,489

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFFSMSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield0.49%3.00%

5 years, per year+7.7%+10.2%

3 years, per year+19.9%+20.0%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y19.2%11.7%

6–0measures won
SCHD first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FFSM, SCHD, VUG

Today

1.0%most shared, FFSM and VUG

FFSMSCHDVUG

FFSM—0.8%1.0%

SCHD0.8%—0.8%

VUG1.0%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

FFSM$49 − $43 = $6

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee