INCE vs SCHD

AINCE

BSCHD

Measures won3–2INCE wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income5.08%INCE · $508 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 · $360MSchwab U.S. Dividend Equity ETF · $120B

+18.1%3 years · per year$16,465 · $17,266+20.0%

+10.2%5 years · per year$16,227 · $16,267+10.2%

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

5.08%12-mo yield$508 · $300 on $10k3.00%

−5.0%Worst dropSmaller wins−6.9%

8.3%VolatilityLower wins11.7%

3–2INCE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINCE · SCHD

3.5%CVX4.0%

2.9%VZ3.6%

2.9%PG4.5%

2.7%PEP4.0%

Held in common23.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AINCE	Franklin Income Equity Focus ETFRead Desk	0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M

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

INCE vs SCHD

INCE

Franklin Income Equity Focus

$16,227

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureINCESCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield5.08%3.00%

5 years, per year+10.2%+10.2%

3 years, per year+18.1%+20.0%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y8.3%11.7%

3–2measures won
INCE first

23.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: INCE, SCHD, VOO

Today

23.9%most shared, INCE and SCHD

INCESCHDVOO

INCE—23.9%14.0%

SCHD23.9%—7.6%

VOO14.0%7.6%—

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

Income After Fees on $10,000

$479most kept, INCE

INCE$508 − $29 = $479

SCHD$300 − $6 = $294

VOO$110 − $3 = $107

KeptFee

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