FLSP vs SCHD

AFLSP

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FLSP $15,130

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−4.0%FLSP · worst fall in 1Y

Held in common3.5%FLSP and SCHD

FLSP

SCHD

Franklin Systematic Style Premia ETF · $1.2BSchwab U.S. Dividend Equity ETF · $123B

+9.6%3 years · per year$13,154 · $17,908+21.4%

+8.6%5 years · per year$15,130 · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

2.45%12-mo yield$245 · $291 on $10k2.91%

−4.0%Worst dropSmaller wins−6.9%

9.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLSP · SCHD

0.6%BMY3.0%

0.5%MO3.0%

0.4%CMCSA2.0%

0.4%EOG1.9%

Held in common3.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFLSP	Franklin Systematic Style Premia ETFRead Desk		0.65%	2.45%	+0.6%	+8.2%	+11.4%	+9.6%	+8.6%	−4.0%	$1.2B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFLSP	Franklin Systematic Style Premia ETFRead Desk		0.65%	2.45%	+0.6%	+8.2%	+11.4%	+9.6%	+8.6%	−4.0%	$1.2B

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

FLSP vs SCHD

FLSP

Franklin Systematic Style Premia

$15,130

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFLSPSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield2.45%2.91%

5 years, per year+8.6%+11.0%

3 years, per year+9.6%+21.4%

Worst drop · 1Y−4.0%−6.9%

Volatility · 1Y9.2%11.5%

4–2measures won
SCHD first

3.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FLSP, SCHD

Today

3.5%most shared, FLSP and SCHD

FLSPSCHD

FLSP—3.5%

SCHD3.5%—

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

FLSP$245 − $65 = $180

KeptFee

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