FLQL vs SCHD

AFLQL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,854FLQL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common11.3%FLQL and SCHD

FLQL

SCHD

Franklin U.S. Large Cap Multifactor Index ETF · $2.1BSchwab U.S. Dividend Equity ETF · $121B

+24.0%3 years · per year$19,064 · $17,908+21.4%

+13.5%5 years · per year$18,854 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.07%12-mo yield$107 · $291 on $10k2.91%

−9.0%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLQL · SCHD

1.3%TXN4.8%

1.3%AMGN4.1%

1.1%VZ3.5%

1.0%KO4.2%

Held in common11.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFLQL	Franklin U.S. Large Cap Multifactor Index ETFRead Desk		0.15%	1.07%	+1.4%	+12.2%	+12.3%	+24.0%	+13.5%	−9.0%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFLQL	Franklin U.S. Large Cap Multifactor Index ETFRead Desk		0.15%	1.07%	+1.4%	+12.2%	+12.3%	+24.0%	+13.5%	−9.0%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLQL vs SCHD

FLQL

Franklin U.S. Large Cap Multifactor Index

$18,854

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFLQLSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.07%2.91%

5 years, per year+13.5%+11.0%

3 years, per year+24.0%+21.4%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y14.3%11.5%

4–2measures won
SCHD first

11.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FLQL, SCHD

Today

11.3%most shared, FLQL and SCHD

FLQLSCHD

FLQL—11.3%

SCHD11.3%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FLQL$107 − $15 = $92

KeptFee

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