SCHD vs FAAA

ASCHD

BFAAA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.01%FAAA · $301 on $10k

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

Held in common[…]SCHD and FAAA

SCHD

FAAA

Schwab U.S. Dividend Equity ETF · $123BFIDELITY AAA CLO ETF · $284M

+19.5%3 years · per year$17,062 · […][…]

+10.4%5 years · per year$16,428 · […][…]

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

2.94%12-mo yield$294 · $301 on $10k3.01%

−6.9%Worst dropSmaller wins

End-of-day Nov 10, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	BFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$284M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	BFAAA	FIDELITY AAA CLO ETFRead Desk		0.20%	3.01%	0.0%	new	new	new	new	[…]	$284M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs FAAA

SCHD

Schwab U.S. Dividend Equity

$16,428

FAAA

FIDELITY AAA CLO

[…]

MeasureSCHDFAAA

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield2.94%3.01%

5 years, per year+10.4%[…]

3 years, per year+19.5%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.8%[…]

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SCHD vs FAAA

Both

Both

$10,000 in SCHD, FAAA

Overlap: SCHD, FAAA

SCHD vs FAAA

SCHD vs VIG

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Overlap: SCHD, FAAA

Income After Fees on $10,000