Compare · 2 funds side by side · dividends reinvested

UDIV and SCHD

UDIVFranklin Templeton×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,905UDIV · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

UDIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.3

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.43%+15.2%+15.5%+24.1%+13.6%−8.4%13.9%$161M1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: UDIV 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Franklin U.S. Core Dividend Tilt Index ETF · $161M$18,905

UDIV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

UDIVMeasureSCHD

+15.2%

More Ways to See the Pairs

UDIV vs SCHD: Top 5 Holdings

Today

UDIV

26.4%in top 5

SCHD

in top 521.7%

UDIVStockSCHD

7.8%AAPLnot top 5

6.1%MSFTnot top 5

5.9%NVDAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

Cost, Income and Risk

Fees: UDIV, SCHD

Today

0.06%lowest, UDIV

FundExpense ratioFee$10k

UDIV0.06%$6

SCHD0.06%$6

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: UDIV, SCHD

1Y

2.93%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

+15.5%1 yearTotal return+36.8%

+24.1%3 years · per year$10,000 became $19,108 · $17,257+19.9%

+13.6%5 years · per year$10,000 became $18,905 · $16,429+10.4%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.43%Trailing 12-mo yield$143 · $293 a year on $10k2.93%

−8.4%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.7%

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

2–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.7%AVGOnot top 5

Held in common14.6%

End-of-day Nov 12, 2026 · share of each fund

UDIV vs SCHD Returns, Every Period

5Y

Franklin TempletonUDIV

+13.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

UDIVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

UDIV vs SCHD

YTD

Franklin TempletonUDIV

+15.2%

SCHDSchwab

+34.2%

+15.2%Year to date+34.2%

−8.4%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

1.4%Yield2.9%

$161MAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SCHD2.93%$293

UDIV1.43%$143

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

UDIV$143 − $6 = $137

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: UDIV, SCHD

Today

14.6%most shared, UDIV and SCHD

UDIVSCHD

UDIV—14.6%

SCHD14.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

UDIVWorst drop−8.4%13.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUDIV

+34.2%Year to date+15.2%

2.9%Yield1.4%

+36.8%Past year+15.5%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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UDIV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two