Compare · 2 funds side by side · dividends reinvested

INCM and SCHD

INCMFranklin Templeton×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

INCM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Franklin Income Focus ETFIncome · Dividend stocks0.38%5.20%+9.7%+12.6%+13.9%[…]−3.3%5.8%$2.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: INCM 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Focus ETF · $2.0B[…]

INCM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

INCMMeasureSCHD

+9.7%Year to dateJan 1 → Nov 4+35.3%

+12.6%1 yearTotal return+41.6%

+13.9%3 years · per year$10,000 became $14,762 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

5.20%Trailing 12-mo yield$520 · $291 a year on $10k2.91%

−3.3%Worst dropSmaller is better−6.9%

5.8%VolatilityLower is calmer11.5%

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

3–4SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INCM vs SCHD: Top 5 Holdings

Today

INCM

7.9%in top 5

SCHD

in top 521.6%

INCMStockSCHD

not top 5TXN4.8%

2.1%PG4.3%

not top 5KO4.2%

1.5%CVX4.2%

not top 5COP4.1%

1.6%XOMnot top 5

1.5%HDnot top 5

1.2%PEPnot top 5

Held in common9.9%

End-of-day Nov 4, 2026 · share of each fund

INCM vs SCHD Returns, Every Period

Franklin TempletonINCM

+12.6%

past year

SCHDSchwab

+41.6%

past year

INCMSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

INCM vs SCHD

YTD

Franklin TempletonINCM

+9.7%

SCHDSchwab

+35.3%

+9.7%Year to date+35.3%

−3.3%Worst drop · 1Y−6.9%

5.8%Volatility · 1Y11.5%

5.2%Yield2.9%

$2.0BAssets$121B

3–1INCM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INCM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INCM0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: INCM, SCHD

5.20%highest, INCM

FundTrailing yieldYield$10k

INCM5.20%$520

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$482most kept, INCM

INCM$520 − $38 = $482

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: INCM, SCHD

Today

9.9%most shared, INCM and SCHD

INCMSCHD

INCM—9.9%

SCHD9.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

INCMWorst drop−3.3%5.8% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

INCMSCHD

+9.7%Year to date+35.3%

5.2%Yield2.9%

+12.6%Past year+41.6%

0.38%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026