LVHD vs SCHD

ALVHD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · LVHD $14,483

Lowest cost0.06%SCHD · $6 on $10k

Most income3.40%LVHD · $340 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common28.0%LVHD and SCHD

LVHD

SCHD

Franklin U.S. Low Volatility High Dividend Index ETF · $643MSchwab U.S. Dividend Equity ETF · $120B

+15.0%3 years · per year$15,198 · $17,266+20.0%

+7.7%5 years · per year$14,483 · $16,267+10.2%

0.27%Expense ratio$27 · $6 on $10k · lower wins0.06%

3.40%12-mo yield$340 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVHD · SCHD

2.7%MO3.1%

2.7%PG4.5%

2.6%HD4.3%

2.5%PEP4.0%

Held in common28.0%

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	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
2	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk		0.27%	3.40%	−0.8%	+15.9%	+17.7%	+15.0%	+7.7%	−9.0%	$643M

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	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
2	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk		0.27%	3.40%	−0.8%	+15.9%	+17.7%	+15.0%	+7.7%	−9.0%	$643M

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

LVHD vs SCHD

LVHD

Franklin U.S. Low Volatility High Dividend Index

$14,483

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureLVHDSCHD

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield3.40%3.00%

5 years, per year+7.7%+10.2%

3 years, per year+15.0%+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y11.4%11.7%

4–2measures won
SCHD first

28.0%

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: LVHD, SCHD

Today

28.0%most shared, LVHD and SCHD

LVHDSCHD

LVHD—28.0%

SCHD28.0%—

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

Income After Fees on $10,000

$313most kept, LVHD

LVHD$340 − $27 = $313

SCHD$300 − $6 = $294

KeptFee

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