UDIV vs VYM

AUDIV

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$18,477UDIV · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common43.2%UDIV and VYM

UDIV

VYM

Franklin U.S. Core Dividend Tilt Index ETF · $160MVanguard High Dividend Yield ETF · $78.9B

+24.7%3 years · per year$19,384 · $17,266+20.0%

+13.1%5 years · per year$18,477 · $17,002+11.2%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $230 on $10k2.30%

−8.4%Worst dropSmaller wins−6.7%

13.8%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · VYM

2.5%AVGO6.9%

1.5%JPM3.8%

1.1%ABBV2.0%

1.0%CVX1.6%

Held in common43.2%

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

Both

5Y2 funds

#			Trend
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%	$160M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$160M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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 VYM

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,477

VYM

Vanguard High Dividend Yield

$17,002

MeasureUDIVVYM

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.47%2.30%

5 years, per year+13.1%+11.2%

3 years, per year+24.7%+20.0%

Worst drop · 1Y−8.4%−6.7%

Volatility · 1Y13.8%10.6%

4–2measures won
VYM first

43.2%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: UDIV, VYM

Today

43.2%most shared, UDIV and VYM

UDIVVYM

UDIV—43.2%

VYM43.2%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

UDIV$147 − $6 = $141

KeptFee

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