FDVV vs SCHD
Comparison between FIDELITY HIGH DIVIDEND ETF (FDVV, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceFDVV has outperformed SCHD, delivering a return of +14.1% compared to +9.2%
FDVV vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDVV
$9.70B
Winner
SCHD
$96B
Expense Ratio
FDVV
0.15%
Winner
SCHD
0.06%
Max Drawdown
FDVV
41.11%
Winner
SCHD
33.37%
Sharpe Ratio
FDVV
1.48
Winner
SCHD
1.81
5Y Beta
FDVV
0.73
Winner
SCHD
0.53
P/E Ratio
FDVV
21.41
Winner
SCHD
18.10
Forward P/E
FDVV
17.89
Winner
SCHD
15.07
PEG Ratio
Winner
FDVV
0.28
SCHD
0.93
5Y Dividends CAGR
Winner
FDVV
11.60%
SCHD
8.35%
5Y EPS CAGR
Winner
FDVV
19.54%
SCHD
7.34%
Debt to Equity
Winner
FDVV
-188.53%
SCHD
58.10%
P/S Ratio
FDVV
2.33
Winner
SCHD
1.81
P/B Ratio
Winner
FDVV
3.44
SCHD
3.76
FDVV vs SCHD - Holdings Comparison
FDVV and SCHD have 24 common holdings. Overlap is 15.98%
FDVV's top 25 holdings weight is 57.57%. SCHD's top 25 holdings weight is 78.68%.
| Rank | FDVV | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.98% | UNITEDHEALTH GROUP INC (UNH) - 4.41% |
| #2 | APPLE INC (AAPL) - 6.57% | THE HOME DEPOT INC (HD) - 4.34% |
| #3 | MICROSOFT CORP (MSFT) - 4.17% | MERCK & CO INC (MRK) - 4.28% |
| #4 | BROADCOM INC (AVGO) - 3.16% | AMGEN INC (AMGN) - 4.21% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.73% | PROCTER & GAMBLE CO (PG) - 4.20% |
| #6 | n/a (DELL) - 2.72% | COCA-COLA CO (KO) - 4.16% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 2.04% | ABBOTT LABORATORIES (ABT) - 4.07% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.04% | TEXAS INSTRUMENTS INC (TXN) - 3.88% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.96% | CHEVRON CORP (CVX) - 3.80% |
| #10 | COCA-COLA CO (KO) - 1.85% | PEPSICO INC (PEP) - 3.77% |
| #11 | n/a (n/a) - 1.84% | VERIZON COMMUNICATIONS INC (VZ) - 3.65% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.74% | CONOCOPHILLIPS (COP) - 3.55% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.72% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% |
| #14 | THE HOME DEPOT INC (HD) - 1.65% | ALTRIA GROUP INC (MO) - 3.08% |
| #15 | BEST BUY CO INC (BBY) - 1.64% | QUALCOMM INC (QCOM) - 2.83% |
| #16 | STARBUCKS CORP (SBUX) - 1.58% | LOCKHEED MARTIN CORP (LMT) - 2.73% |
| #17 | ALTRIA GROUP INC (MO) - 1.58% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% |
| #18 | WELLS FARGO & CO (WFC) - 1.54% | BLACKSTONE INC (BX) - 2.47% |
| #19 | TJX COMPANIES INC (TJX) - 1.52% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% |
| #20 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.48% | ACCENTURE PLC CLASS A (ACN) - 2.20% |
| #21 | U.S. BANCORP (USB) - 1.43% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | VAIL RESORTS INC (MTN) - 1.42% | EOG RESOURCES INC (EOG) - 1.92% |
| #23 | PRUDENTIAL FINANCIAL INC (PRU) - 1.42% | SLB LTD (SLB) - 1.86% |
| #24 | FORD MOTOR CO (F) - 1.41% | TARGET CORP (TGT) - 1.64% |
| #25 | THE KRAFT HEINZ CO (KHC) - 1.38% | ONEOK INC (OKE) - 1.50% |
| Total Holdings | 109 | 103 |
FDVV vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
FDVV
+2.80%
Winner
SCHD
+3.74%
3M
Winner
FDVV
+6.92%
SCHD
+6.78%
6M
FDVV
+10.66%
Winner
SCHD
+14.44%
1Y
FDVV
+19.79%
Winner
SCHD
+26.23%
5Y(CAGR)
Winner
FDVV
+14.14%
SCHD
+9.21%
10Y(CAGR)
Winner
FDVV
+13.58%
SCHD
+12.42%
Max(CAGR)
Winner
FDVV
+13.58%
SCHD
+13.28%
FDVV vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FDVV | SCHD |
|---|---|---|
| 2026 | +10.66% | +20.30% |
| 2025 | +16.99% | +4.56% |
| 2024 | +21.74% | +10.86% |
| 2023 | +18.23% | +4.71% |
| 2022 | -4.97% | -3.21% |
| 2021 | +31.16% | +31.74% |
| 2020 | +2.54% | +14.78% |
| 2019 | +23.65% | +27.28% |
| 2018 | -1.96% | -5.85% |
| 2017 | +12.52% | +20.20% |
| 2016 | +5.06% | +17.78% |
| 2015 | N/A | -0.21% |
| 2014 | N/A | +12.79% |
| 2013 | N/A | +30.09% |
| 2012 | N/A | +10.39% |
| 2011 | N/A | +5.31% |
FDVV vs SCHD Drawdown Comparison
The maximum drawdown for FDVV was -40.21%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current FDVV drawdown is -0.91%. The current SCHD drawdown is -0.67%.
| Rank | FDVV | SCHD |
|---|---|---|
| #1 | -40.21% Feb 14, 2020 - Jan 6, 2021 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -20.17% Mar 29, 2022 - Jul 12, 2023 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -15.90% Feb 20, 2025 - Jun 24, 2025 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -15.03% Sep 21, 2018 - Apr 1, 2019 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -10.00% Jul 26, 2023 - Dec 13, 2023 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -9.29% Feb 11, 2026 - May 6, 2026 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -9.08% Jan 26, 2018 - Jul 10, 2018 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -7.13% Apr 30, 2019 - Jul 3, 2019 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -5.84% Jan 12, 2022 - Mar 22, 2022 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -5.68% Jul 29, 2019 - Sep 11, 2019 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -5.64% Nov 29, 2024 - Feb 19, 2025 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -5.05% Jul 16, 2024 - Aug 15, 2024 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -5.01% Sep 22, 2016 - Nov 18, 2016 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -4.32% Nov 15, 2021 - Dec 10, 2021 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -4.25% Sep 2, 2021 - Oct 15, 2021 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between FDVV and SCHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
FDVV vs SCHD dividend yield comparison.
| Year | FDVV | SCHD |
|---|---|---|
| 2026 | 1.54% | 1.55% |
| 2025 | 2.89% | 3.82% |
| 2024 | 2.94% | 3.64% |
| 2023 | 3.77% | 3.49% |
| 2022 | 3.44% | 3.39% |
| 2021 | 2.70% | 2.78% |
| 2020 | 3.19% | 3.16% |
| 2019 | 3.93% | 2.98% |
| 2018 | 4.05% | 3.06% |
| 2017 | 3.66% | 2.63% |
| 2016 | 1.04% | 2.89% |
| 2015 | 0.00% | 2.97% |
| 2014 | 0.00% | 2.63% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 2.86% |
| 2011 | 0.00% | 0.47% |
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