FIMU vs SCHD

FIMU vs SCHD

Which is better, FIMU or SCHD?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFIMUSCHD
Expense Ratio0.30%0.06%Best
AUM$3M$112.2B
Dividend Yield0.11%3.13%
Holdings1,840103
YTD Return-2.23%+28.59%Best
1Y Return-+31.77%
3Y Return (annualized)-+16.70%
5Y Return (annualized)-+10.09%
Fund FamilyFidelity Investments (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionJun 16, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

FIMU vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FIMU vs SCHD Performance

Fidelity Intermediate Municipal Income Fund ETF (FIMU) is an ETF from Fidelity Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, FIMU is down 2.23% versus a gain of 28.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

FIMU charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, FIMU currently yields 0.11% against 3.13% for SCHD.

Holdings Overlap

We hold position weights for 184 holdings in FIMU and 100 in SCHD, totalling 9.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 184 positions we hold weights for in FIMU and 100 in SCHD, against full books of 1,840 and 103.

You are not choosing between two funds in isolation.

Whichever of FIMU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FIMUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIMU or SCHD?

FIMU has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $24 a year on a $10,000 investment.

Which pays a higher dividend, FIMU or SCHD?

FIMU yields 0.11% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than FIMU?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.