Compare · 2 funds side by side · dividends reinvested

SCHD and FSML

SCHDSchwab×FSMLFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 03

SCHD and FSML, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.53%+14.1%[…][…][…][…][…]$153M2.0

Rank among the two1st → 2ndFee, 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: SCHD 2011 · FSML 2025

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

FSML

Franklin Small Cap Enhanced ETF · $153M[…]

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SCHDMeasureFSML

+32.3%Year to dateJan 1 → Nov 5+14.1%

+38.7%1 yearTotal return[…]

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $45 a year on $10k · lower is better0.45%

2.98%Trailing 12-mo yield$298 · $53 a year on $10k0.53%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

3–0SCHD wins

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

More Ways to See the Pairs

SCHD vs FSML: Top 5 Holdings

Today

SCHD

21.7%in top 5

FSML

in top 57.0%

SCHDStockFSML

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5BOX1.6%

not top 5HNGE1.4%

not top 5EXPO1.4%

not top 5VLY1.3%

not top 5KSS1.3%

Held in common0.4%

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

SCHD vs FSML Returns, Every Period

SchwabSCHD

+38.7%

past year

FSMLFranklin Templeton

[…]

past year

SCHDFSMLFaded: behind in that period

1–0SCHD wins

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

Income vs Stocks: SCHD vs FSML

YTD

SchwabSCHD

+32.3%

FSMLFranklin Templeton

+14.1%

+32.3%Year to date+14.1%

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

3.0%Yield0.5%

$123BAssets$153M

2–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, FSML

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSML0.45%$45

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

Yields: SCHD, FSML

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FSML0.53%$53

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FSML$53 − $45 = $8

KeptFee

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

Overlap: SCHD, FSML

Today

0.4%most shared, SCHD and FSML

SCHDFSML

SCHD—0.4%

FSML0.4%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDFSML

+32.3%Year to date+14.1%

3.0%Yield0.5%

+38.7%Past year[…]

0.06%Fee0.45%

3–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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