INCM vs VYM

AINCM

BVYM

Measures won3–2INCM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income5.30%INCM · $530 on $10k

Smallest drop−3.3%INCM · worst fall in 1Y

Held in common15.9%INCM and VYM

INCM

VYM

Franklin Income Focus ETF · $2.0BVanguard High Dividend Yield ETF · $78.9B

+12.9%3 years · per year$14,382 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

5.30%12-mo yield$530 · $231 on $10k2.31%

−3.3%Worst dropSmaller wins−6.7%

6.0%VolatilityLower wins10.6%

3–2INCM wins

$10,000 · 5 yearsOne scale

Shared top holdingsINCM · VYM

1.5%XOM2.8%

1.4%CVX1.6%

2.2%PG1.4%

1.6%HD1.2%

Held in common15.9%

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

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	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B

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	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B

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

INCM vs VYM

INCM

Franklin Income Focus

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureINCMVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield5.30%2.31%

5 years, per year[…]+11.1%

3 years, per year+12.9%+19.6%

Worst drop · 1Y−3.3%−6.7%

Volatility · 1Y6.0%10.6%

3–2measures won
INCM first

15.9%

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

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: INCM, VYM

Today

15.9%most shared, INCM and VYM

INCMVYM

INCM—15.9%

VYM15.9%—

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

Income After Fees on $10,000

$492most kept, INCM

INCM$530 − $38 = $492

VYM$231 − $4 = $227

KeptFee

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