Compare · 4 funds side by side · dividends reinvested

FLQL, SCHD, VOO and IVV

FLQLFranklin Templeton×SCHDSchwab×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,286FLQL · best of the four

02 / 04

FLQL, SCHD, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.6

Franklin U.S. Large Cap Multifactor Index ETFLow-Cost Core · US large cap0.15%1.09%+10.2%+12.5%+21.8%+12.8%−9.0%15.3%$2.1B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FLQL 2017 · SCHD 2011 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Large Cap Multifactor Index ETF · $2.1B$18,286

FLQL

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

FLQLMeasureSCHD

+10.2%Year to dateJan 1 → Nov 9+33.2%

+12.5%1 yearTotal return+39.1%

+21.8%3 years · per year$10,000 became $18,060 · $17,123+19.6%

+12.8%5 years · per year$10,000 became $18,286 · $16,459+10.5%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $296 a year on $10k2.96%

−9.0%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.8%

FLQLSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FLQL vs SCHD: Top 5 Holdings

Today

FLQL

27.2%in top 5

SCHD

in top 521.4%

FLQLStockSCHD

8.5%AAPLnot top 5

6.4%NVDAnot top 5

5.8%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.6%AMZNnot top 5

2.9%GOOGLnot top 5

Held in common11.4%

End-of-day Nov 9, 2026 · share of each fund

FLQL vs SCHD Returns, Every Period

Franklin TempletonFLQL

+12.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FLQLSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: FLQL vs SCHD

YTD

Franklin TempletonFLQL

+10.2%

SCHDSchwab

+33.2%

+10.2%Year to date+33.2%

−9.0%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.8%

1.1%Yield3.0%

$2.1BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLQL, SCHD, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SCHD0.06%$6

FLQL0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FLQL, SCHD, VOO, IVV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IVV1.11%$111

FLQL1.09%$109

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FLQL$109 − $15 = $94

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FLQL, SCHD, VOO, IVV

Today

92.7%most shared, VOO and IVV

FLQLSCHDVOOIVV

FLQL—11.4%56.4%56.2%

SCHD11.4%—7.6%8.6%

VOO56.4%7.6%—92.7%

IVV56.2%8.6%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FLQLWorst drop−9.0%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIVV

+33.2%Year to date+11.3%

3.0%Yield1.1%

+39.1%Past year+13.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026