SCHD vs FSMD5YSCHDSCHDAvsBFSMDFSMDSchwab U.S. Dividend Equity ETF · $123BFidelity Small-Mid Multifactor ETF · $2.5BReturns · dividends in+19.9%3 years · per year$17,234 · $16,526+18.2%+10.4%5 years · per year$16,418 · $15,058+8.5%Cost and income0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%2.93%
Overlap: SCHD, FSMD, IWFToday3.7%most shared, SCHD and IWFSCHDFSMDIWFSCHD—3.3%3.7%FSMD3.3%—1.4%IWF3.7%1.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs FSMD5YASCHDSchwab U.S. Dividend Equity$16,418vsFSMDBFidelity Small-Mid Multifactor$15,058$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BFSMDFidelity Small-Mid Multifactor ETFReadDesk0.15%1.28%+0.9%+16.1%+17.9%+18.2%+8.5%−8.5%$2.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BFSMDFidelity Small-Mid Multifactor ETFReadDesk0.15%1.28%+0.9%+16.1%+17.9%+18.2%+8.5%−8.5%$2.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SCHD, FSMD, IWFToday3.7%most shared, SCHD and IWFSCHDFSMDIWFSCHD—3.3%3.7%FSMD3.3%—1.4%IWF3.7%1.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287FSMD$128 − $15 = $113IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee