Compare · 3 funds side by side · dividends reinvested

INCE, SCHD and VOO

INCEFranklin Templeton×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

INCE, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.98%+17.6%+22.3%+19.9%+10.5%−5.0%8.1%$367M1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: INCE 2016 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,508

INCE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

INCEMeasureSCHD

+17.6%Year to dateJan 1 → Nov 3+32.8%

+22.3%1 yearTotal return+37.6%

+19.9%3 years · per year$10,000 became $17,245 · $17,784+21.2%

+10.5%5 years · per year$10,000 became $16,508 · $16,352+10.3%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

4.98%Trailing 12-mo yield$498 · $297 a year on $10k2.97%

−5.0%Worst dropSmaller is better−6.9%

8.1%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

INCE vs SCHD: Top 5 Holdings

Today

INCE

14.6%in top 5

SCHD

in top 521.4%

INCEStockSCHD

not top 5TXN4.6%

2.8%PG4.3%

not top 5KO4.2%

3.7%CVX4.2%

not top 5HD4.2%

2.8%VZnot top 5

2.7%LMTnot top 5

2.6%PEPnot top 5

Held in common24.0%

End-of-day Nov 3, 2026 · share of each fund

INCE vs SCHD Returns, Every Period

Franklin TempletonINCE

+10.5%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

INCESCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

INCE vs SCHD

YTD

Franklin TempletonINCE

+17.6%

SCHDSchwab

+32.8%

+17.6%Year to date+32.8%

−5.0%Worst drop · 1Y−6.9%

8.1%Volatility · 1Y11.4%

5.0%Yield3.0%

$367MAssets$121B

3–1INCE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCE, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

INCE0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: INCE, SCHD, VOO

4.98%highest, INCE

FundTrailing yieldYield$10k

INCE4.98%$498

SCHD2.97%$297

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$469most kept, INCE

INCE$498 − $29 = $469

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: INCE, SCHD, VOO

Today

24.0%most shared, INCE and SCHD

INCESCHDVOO

INCE—24.0%14.1%

SCHD24.0%—7.6%

VOO14.1%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

INCEWorst drop−5.0%8.1% vol

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

INCESCHD

+17.6%Year to date+32.8%

5.0%Yield3.0%

+22.3%Past year+37.6%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026