Compare · 2 funds side by side · dividends reinvested

YLDE and SCHD

YLDEFranklin Templeton×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

YLDE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

Franklin ClearBridge Enhanced Income ETFIncome · Dividend stocks0.48%7.30%+12.0%+16.2%+18.7%+9.9%−7.6%9.3%$186M1.8

Rank among the two1st → 2ndFee, 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: YLDE 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Franklin ClearBridge Enhanced Income ETF · $186M$16,038

YLDE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

YLDEMeasureSCHD

+12.0%Year to dateJan 1 → Nov 3+32.8%

+16.2%1 yearTotal return+37.6%

+18.7%3 years · per year$10,000 became $16,733 · $17,784+21.2%

+9.9%5 years · per year$10,000 became $16,038 · $16,352+10.3%

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

7.30%Trailing 12-mo yield$730 · $297 a year on $10k2.97%

−7.6%Worst dropSmaller is better−6.9%

9.3%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

YLDE vs SCHD: Top 5 Holdings

Today

YLDE

17.0%in top 5

SCHD

in top 521.4%

YLDEStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.1%WMBnot top 5

3.7%XOMnot top 5

3.3%MSFTnot top 5

3.1%OTISnot top 5

2.8%MRSHnot top 5

Held in common12.0%

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

YLDE vs SCHD Returns, Every Period

Franklin TempletonYLDE

+9.9%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

YLDESCHDFaded: behind in that period

0–4SCHD wins

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

YLDE vs SCHD

YTD

Franklin TempletonYLDE

+12.0%

SCHDSchwab

+32.8%

+12.0%Year to date+32.8%

−7.6%Worst drop · 1Y−6.9%

9.3%Volatility · 1Y11.4%

7.3%Yield3.0%

$186MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: YLDE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

YLDE0.48%$48

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

Yields: YLDE, SCHD

7.30%highest, YLDE

FundTrailing yieldYield$10k

YLDE7.30%$730

SCHD2.97%$297

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

Income After Fees on $10,000

$682most kept, YLDE

YLDE$730 − $48 = $682

SCHD$297 − $6 = $291

KeptFee

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

Overlap: YLDE, SCHD

Today

12.0%most shared, YLDE and SCHD

YLDESCHD

YLDE—12.0%

SCHD12.0%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

YLDEWorst drop−7.6%9.3% vol

SCHDWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

YLDESCHD

+12.0%Year to date+32.8%

7.3%Yield3.0%

+16.2%Past year+37.6%

0.48%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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