FLQL vs SCHX

AFLQL

BSCHX

Measures won2–3SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,829FLQL · SPY $17,118

Lowest cost0.03%SCHX · $3 on $10k

Most income1.12%FLQL · $112 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common55.3%FLQL and SCHX

FLQL

SCHX

Franklin U.S. Large Cap Multifactor Index ETF · $2.1BSchwab U.S. Large-Cap ETF · $71.4B

+21.5%3 years · per year$17,915 · $18,059+21.8%

+12.3%5 years · per year$17,829 · $16,684+10.8%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.12%12-mo yield$112 · $108 on $10k1.08%

−9.0%Worst dropSmaller wins−9.0%

15.1%VolatilityLower wins13.7%

2–3SCHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLQL · SCHX

8.6%AAPL7.5%

6.3%NVDA6.6%

5.9%MSFT5.9%

3.6%AMZN3.8%

Held in common55.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFLQL	Franklin U.S. Large Cap Multifactor Index ETFRead Desk	0.15%	1.12%	+0.6%	+7.4%	+8.4%	+21.5%	+12.3%	−9.0%	$2.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFLQL	Franklin U.S. Large Cap Multifactor Index ETFRead Desk	0.15%	1.12%	+0.6%	+7.4%	+8.4%	+21.5%	+12.3%	−9.0%	$2.1B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BSCHX	Schwab U.S. Large-Cap ETFRead Desk	0.03%	1.08%	+0.3%	+8.4%	+9.3%	+21.8%	+10.8%	−9.0%	$71.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLQL vs SCHX

FLQL

Franklin U.S. Large Cap Multifactor Index

$17,829

SCHX

Schwab U.S. Large-Cap

$16,684

MeasureFLQLSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.12%1.08%

5 years, per year+12.3%+10.8%

3 years, per year+21.5%+21.8%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y15.1%13.7%

3–1measures won
SCHX first

55.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FLQL, SCHX, SPY

Today

94.6%most shared, SCHX and SPY

FLQLSCHXSPY

FLQL—55.3%56.1%

SCHX55.3%—94.6%

SPY56.1%94.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, SCHX

SCHX$108 − $3 = $105

FLQL$112 − $15 = $97

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee