FLQM vs SCHD

AFLQM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FLQM $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common9.8%FLQM and SCHD

FLQM

SCHD

Franklin U.S. Mid Cap Multifactor Index ETF · $1.5BSchwab U.S. Dividend Equity ETF · $120B

+16.3%3 years · per year$15,724 · $17,414+20.3%

+7.7%5 years · per year$14,510 · $16,375+10.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.58%12-mo yield$158 · $298 on $10k2.98%

−7.6%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLQM · SCHD

1.1%FAST1.4%

0.9%DVN1.1%

1.1%PAYX0.9%

1.5%KMB0.8%

Held in common9.8%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFLQM	Franklin U.S. Mid Cap Multifactor Index ETFRead Desk		0.30%	1.58%	−2.0%	+11.8%	+15.6%	+16.3%	+7.7%	−7.6%	$1.5B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFLQM	Franklin U.S. Mid Cap Multifactor Index ETFRead Desk		0.30%	1.58%	−2.0%	+11.8%	+15.6%	+16.3%	+7.7%	−7.6%	$1.5B

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

Cards for this view

FLQM vs SCHD

FLQM

Franklin U.S. Mid Cap Multifactor Index

$14,510

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFLQMSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.58%2.98%

5 years, per year+7.7%+10.4%

3 years, per year+16.3%+20.3%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y12.7%11.7%

6–0measures won
SCHD first

9.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FLQM, SCHD

Today

9.8%most shared, FLQM and SCHD

FLQMSCHD

FLQM—9.8%

SCHD9.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FLQM$158 − $30 = $128

KeptFee

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