FEMG vs SCHD
Fidelity Enhanced Mid Cap Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. FEMG offers more diversification with 120 holdings.
Side-by-Side Comparison
| Metric | FEMG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 0.10% | 3.13% | |
| Holdings | 120 | 104 | |
| YTD Return | +6.94% | +28.70% | |
| 1Y Return | - | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -6.5% | -33.4% | |
| Fund Family | Fidelity Investments (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 28, 2026 | Oct 20, 2011 |
FEMG vs SCHD Performance
Fidelity Enhanced Mid Cap Growth ETF (FEMG) is a ETF from Fidelity Investments (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, FEMG is up 6.94% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.5% for FEMG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
FEMG charges 0.23% per year while SCHD charges 0.06%. On a $10,000 position that is $23 vs $6 annually, a gap of $17 per year that compounds over a long holding period. On income, FEMG currently yields 0.10% against 3.13% for SCHD.
Holdings Overlap
FEMG and SCHD share 4 holdings out of 235 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FEMG or SCHD?
FEMG has an expense ratio of 0.23% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
What is the holdings overlap between FEMG and SCHD?
FEMG and SCHD share 4 common holdings with a 2.5% weight overlap. Combined, they hold 235 unique securities.
Which pays a higher dividend, FEMG or SCHD?
FEMG yields 0.10% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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