UDIV vs SCHD

AUDIV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,997UDIV · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common14.6%UDIV and SCHD

UDIV

SCHD

Franklin U.S. Core Dividend Tilt Index ETF · $157MSchwab U.S. Dividend Equity ETF · $121B

+26.6%3 years · per year$20,285 · $17,784+21.2%

+13.7%5 years · per year$18,997 · $16,352+10.3%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.43%12-mo yield$143 · $297 on $10k2.97%

−8.4%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.4%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · SCHD

1.1%CVX4.2%

1.0%HD4.2%

0.8%VZ3.5%

0.7%TXN4.6%

Held in common14.6%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	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

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

UDIV vs SCHD

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,998

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureUDIVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.43%2.97%

5 years, per year+13.7%+10.3%

3 years, per year+26.6%+21.2%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y13.0%11.4%

3–2measures won
SCHD first

14.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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

Overlap: UDIV, SCHD, VIG

Today

41.1%most shared, UDIV and VIG

UDIVSCHDVIG

UDIV—14.6%41.1%

SCHD14.6%—14.5%

VIG41.1%14.5%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

UDIV$143 − $6 = $137

KeptFee

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