SCHD vs FSMD

ASCHD

BFSMD

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · FSMD $15,146

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

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

Held in common3.3%SCHD and FSMD

Schwab U.S. Dividend Equity ETF · $123BFidelity Small-Mid Multifactor ETF · $2.5B

+19.5%3 years · per year$17,062 · $16,243+17.6%

+10.4%5 years · per year$16,428 · $15,146+8.7%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

2.94%12-mo yield$294 · $129 on $10k1.29%

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

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	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	0.0%	+15.1%	+18.0%	+17.6%	+8.7%	−8.5%	$2.5B

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

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	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	0.0%	+15.1%	+18.0%	+17.6%	+8.7%	−8.5%	$2.5B

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

Schwab U.S. Dividend Equity

$16,428

FSMD

Fidelity Small-Mid Multifactor

$15,146

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