Compare · 4 funds side by side · dividends reinvested

FSML, SCHD, VUG and VIG

FSMLFranklin Templeton×SCHDSchwab×VUGVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

FSML, SCHD, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+18.4%[…][…][…][…][…]$151M3.0

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: FSML 2025 · SCHD 2011 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $151M[…]

FSML

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

FSMLMeasureSCHD

+18.4%Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.51%Trailing 12-mo yield$51 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–3SCHD wins

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

More Ways to See the Pairs

FSML vs SCHD: Top 5 Holdings

Today

FSML

7.1%in top 5

SCHD

in top 521.4%

FSMLStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%EXPOnot top 5

1.3%VLYnot top 5

1.3%JXNnot top 5

Held in common0.3%

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

FSML vs SCHD Returns, Every Period

Franklin TempletonFSML

[…]

past year

SCHDSchwab

+39.1%

past year

FSMLSCHDFaded: behind in that period

0–1SCHD wins

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

Stocks vs Income: FSML vs SCHD

YTD

Franklin TempletonFSML

+18.4%

SCHDSchwab

+33.2%

+18.4%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.5%Yield3.0%

$151MAssets$122B

2–0SCHD wins

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

Cost, Income and Risk

Fees: FSML, SCHD, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

FSML0.45%$45

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

Yields: FSML, SCHD, VUG, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

FSML0.51%$51

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

FSML$51 − $45 = $6

KeptFee

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

Overlap: FSML, SCHD, VUG, VIG

Today

26.4%most shared, VUG and VIG

FSMLSCHDVUGVIG

FSML—0.3%0.0%0.2%

SCHD0.3%—0.8%14.5%

VUG0.0%0.8%—26.4%

VIG0.2%14.5%26.4%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDFSML

+33.2%Year to date+18.4%

3.0%Yield0.5%

+39.1%Past year[…]

0.06%Fee0.45%

3–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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