UDIV vs SCHD

AUDIV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,477UDIV · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 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 · $153MSchwab U.S. Dividend Equity ETF · $120B

+24.7%3 years · per year$19,384 · $17,414+20.3%

+13.1%5 years · per year$18,477 · $16,375+10.4%

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

1.47%12-mo yield$147 · $298 on $10k2.98%

−8.4%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · SCHD

1.0%CVX3.9%

1.0%HD4.3%

0.8%VZ3.5%

0.7%TXN4.7%

Held in common14.6%

End-of-day Nov 5, 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%	1.47%	−4.2%	+11.8%	+13.5%	+24.7%	+13.1%	−8.4%	$153M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 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%	1.47%	−4.2%	+11.8%	+13.5%	+24.7%	+13.1%	−8.4%	$153M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 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

$18,477

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureUDIVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.47%2.98%

5 years, per year+13.1%+10.4%

3 years, per year+24.7%+20.3%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y13.8%11.7%

3–2measures won
SCHD first

14.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: UDIV, SCHD, VOO

Today

73.0%most shared, UDIV and VOO

UDIVSCHDVOO

UDIV—14.6%73.0%

SCHD14.6%—7.6%

VOO73.0%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

UDIV$147 − $6 = $141

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee