LVHD vs SCHD

ALVHD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SCHD $16,352

Lowest cost0.03%VOO · $3 on $10k

Most income3.29%LVHD · $329 on $10k

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

Held in common28.9%LVHD and SCHD

LVHD

SCHD

Franklin U.S. Low Volatility High Dividend Index ETF · $642MSchwab U.S. Dividend Equity ETF · $121B

+15.7%3 years · per year$15,471 · $17,784+21.2%

+7.6%5 years · per year$14,428 · $16,352+10.3%

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

3.29%12-mo yield$329 · $297 on $10k2.97%

−9.0%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLVHD · SCHD

3.0%KO4.2%

2.8%CVX4.2%

2.7%MO3.0%

2.7%PG4.3%

Held in common28.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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
3	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk	0.27%	3.29%	−1.2%	+15.4%	+16.4%	+15.7%	+7.6%	−9.0%	$642M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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
3	ALVHD	Franklin U.S. Low Volatility High Dividend Index ETFRead Desk	0.27%	3.29%	−1.2%	+15.4%	+16.4%	+15.7%	+7.6%	−9.0%	$642M

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

LVHD vs SCHD

LVHD

Franklin U.S. Low Volatility High Dividend Index

$14,429

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureLVHDSCHD

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield3.29%2.97%

5 years, per year+7.6%+10.3%

3 years, per year+15.7%+21.2%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y11.2%11.4%

4–2measures won
SCHD first

28.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: LVHD, SCHD, VOO

Today

28.9%most shared, LVHD and SCHD

LVHDSCHDVOO

LVHD—28.9%7.0%

SCHD28.9%—7.6%

VOO7.0%7.6%—

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

Income After Fees on $10,000

$302most kept, LVHD

LVHD$329 − $27 = $302

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

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