INCE vs SCHD

AINCE

BSCHD

Measures won4–2INCE wins · of 6 · 5Y

$10,000 · 5Y$16,508INCE · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income4.98%INCE · $498 on $10k

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

Held in common24.0%INCE and SCHD

INCE

SCHD

Franklin Income Equity Focus ETF · $367MSchwab U.S. Dividend Equity ETF · $121B

+19.9%3 years · per year$17,245 · $17,784+21.2%

+10.5%5 years · per year$16,508 · $16,352+10.3%

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

4.98%12-mo yield$498 · $297 on $10k2.97%

−5.0%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.4%

4–2INCE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINCE · SCHD

3.7%CVX4.2%

2.8%VZ3.5%

2.8%PG4.3%

2.7%LMT3.1%

Held in common24.0%

End-of-day Nov 3, 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	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	4.98%	−0.4%	+17.6%	+22.3%	+19.9%	+10.5%	−5.0%	$367M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	4.98%	−0.4%	+17.6%	+22.3%	+19.9%	+10.5%	−5.0%	$367M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$16,508

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureINCESCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield4.98%2.97%

5 years, per year+10.5%+10.3%

3 years, per year+19.9%+21.2%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y8.1%11.4%

4–2measures won
INCE first

24.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: INCE, SCHD, VIG

Today

24.0%most shared, INCE and SCHD

INCESCHDVIG

INCE—24.0%19.3%

SCHD24.0%—14.5%

VIG19.3%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$469most kept, INCE

INCE$498 − $29 = $469

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee