INCE vs SCHD

AINCE

BSCHD

Measures won3–2INCE wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · INCE $16,850

Lowest cost0.06%SCHD · $6 on $10k

Most income4.94%INCE · $494 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common23.9%INCE and SCHD

INCE

SCHD

Franklin Income Equity Focus ETF · $371MSchwab U.S. Dividend Equity ETF · $123B

+19.7%3 years · per year$17,167 · $17,908+21.4%

+11.0%5 years · per year$16,850 · $16,881+11.0%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

4.94%12-mo yield$494 · $291 on $10k2.91%

−5.0%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.5%

3–2INCE wins

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · SCHD

3.7%CVX4.2%

2.9%VZ3.5%

2.8%PG4.3%

2.7%LMT3.1%

Held in common23.9%

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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$371M

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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$371M

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

INCE vs SCHD

INCE

Franklin Income Equity Focus

$16,850

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureINCESCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield4.94%2.91%

5 years, per year+11.0%+11.0%

3 years, per year+19.7%+21.4%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y8.1%11.5%

3–2measures won
INCE first

23.9%

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: INCE, SCHD

Today

23.9%most shared, INCE and SCHD

INCESCHD

INCE—23.9%

SCHD23.9%—

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

Income After Fees on $10,000

$465most kept, INCE

INCE$494 − $29 = $465

SCHD$291 − $6 = $285

KeptFee

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