FEMV vs SCHD
Fidelity Enhanced Mid Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. FEMV offers more diversification with 243 holdings.
Side-by-Side Comparison
| Metric | FEMV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.06% | |
| AUM | $7M | $108.7B | |
| Dividend Yield | 0.25% | 3.13% | |
| Holdings | 243 | 104 | |
| YTD Return | +11.28% | +28.63% | |
| 1Y Return | - | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -2.7% | -33.4% | |
| Fund Family | Fidelity Investments (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 28, 2026 | Oct 20, 2011 |
FEMV vs SCHD Performance
Fidelity Enhanced Mid Cap Value ETF (FEMV) 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, FEMV is up 11.28% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.7% for FEMV 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
FEMV 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, FEMV currently yields 0.25% against 3.13% for SCHD.
Holdings Overlap
FEMV and SCHD share 9 holdings out of 334 unique holdings combined, representing a 3.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FEMV or SCHD?
FEMV 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 FEMV and SCHD?
FEMV and SCHD share 9 common holdings with a 3.0% weight overlap. Combined, they hold 334 unique securities.
Which pays a higher dividend, FEMV or SCHD?
FEMV yields 0.25% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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