INCE vs VYM

AINCE

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · INCE $16,227

Lowest cost0.04%VYM · $4 on $10k

Most income5.08%INCE · $508 on $10k

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

Held in common27.1%INCE and VYM

INCE

VYM

Franklin Income Equity Focus ETF · $366MVanguard High Dividend Yield ETF · $78.9B

+18.1%3 years · per year$16,465 · $17,107+19.6%

+10.2%5 years · per year$16,227 · $16,941+11.1%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

5.08%12-mo yield$508 · $231 on $10k2.31%

−5.0%Worst dropSmaller wins−6.7%

8.3%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · VYM

1.8%JPM3.8%

1.6%JNJ2.7%

3.5%CVX1.6%

2.9%PG1.4%

Held in common27.1%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$366M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$366M

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 VYM

INCE

Franklin Income Equity Focus

$16,227

VYM

Vanguard High Dividend Yield

$16,941

MeasureINCEVYM

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield5.08%2.31%

5 years, per year+10.2%+11.1%

3 years, per year+18.1%+19.6%

Worst drop · 1Y−5.0%−6.7%

Volatility · 1Y8.3%10.6%

3–3measures won
level

27.1%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

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

Overlap: INCE, VYM

Today

27.1%most shared, INCE and VYM

INCEVYM

INCE—27.1%

VYM27.1%—

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

VYM$231 − $4 = $227

KeptFee

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