Compare · 3 funds side by side · dividends reinvested

INCE, CGDV and SCHD

INCEFranklin Templeton×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,456INCE · best of the three

02 / 04

INCE, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%5.03%+16.5%+23.0%+18.7%+10.5%−5.0%8.3%$371M1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: INCE 2016 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $371M$16,456

INCE

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

INCEMeasureCGDV

+16.5%Year to dateJan 1 → Nov 5+9.7%

+23.0%1 yearTotal return+13.2%

+18.7%3 years · per year$10,000 became $16,719 · $19,064+24.0%

+10.5%5 years · per year$10,000 became $16,456 · […][…]

0.29%Expense ratio$29 · $33 a year on $10k · lower is better0.33%

5.03%Trailing 12-mo yield$503 · $127 a year on $10k1.27%

−5.0%Worst dropSmaller is better−9.7%

8.3%VolatilityLower is calmer13.4%

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

6–1INCE wins

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

More Ways to See the Pairs

INCE vs CGDV: Top 5 Holdings

Today

INCE

14.3%in top 5

CGDV

in top 524.4%

INCEStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

3.5%CVXnot top 5

not top 5RTX3.2%

2.9%VZnot top 5

2.8%PGnot top 5

2.6%PEPnot top 5

2.5%SOnot top 5

Held in common13.1%

End-of-day Nov 5, 2026 · share of each fund

INCE vs CGDV Returns, Every Period

Franklin TempletonINCE

+23.0%

past year

CGDVCapital Group

+13.2%

past year

INCECGDVFaded: behind in that period

2–1INCE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

INCE vs SCHD

YTD

Franklin TempletonINCE

+16.5%

SCHDSchwab

+32.3%

+16.5%Year to date+32.3%

−5.0%Worst drop · 1Y−6.9%

8.3%Volatility · 1Y11.7%

5.0%Yield3.0%

$371MAssets$123B

3–1INCE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCE, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INCE0.29%$29

CGDV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INCE, CGDV, SCHD

5.03%highest, INCE

FundTrailing yieldYield$10k

INCE5.03%$503

SCHD2.98%$298

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$474most kept, INCE

INCE$503 − $29 = $474

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INCE, CGDV, SCHD

Today

23.7%most shared, INCE and SCHD

INCECGDVSCHD

INCE—13.1%23.7%

CGDV13.1%—5.8%

SCHD23.7%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

INCEWorst drop−5.0%8.3% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

INCESCHD

+16.5%Year to date+32.3%

5.0%Yield3.0%

+23.0%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026