USPX vs SCHD

AUSPX

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,991USPX · SCHD $16,881

Lowest cost0.03%USPX · $3 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.0%USPX and SCHD

USPX

SCHD

Franklin U.S. Equity Index ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+24.1%3 years · per year$19,123 · $17,908+21.4%

+12.5%5 years · per year$17,991 · $16,881+11.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · SCHD

0.6%CVX4.2%

0.6%PG4.3%

0.6%KO4.2%

0.6%UNH4.0%

Held in common8.0%

End-of-day Nov 4, 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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USPX vs SCHD

USPX

Franklin U.S. Equity Index

$17,991

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUSPXSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.03%2.91%

5 years, per year+12.5%+11.0%

3 years, per year+24.1%+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.0%11.5%

3–3measures won
level

8.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USPX, SCHD

Today

8.0%most shared, USPX and SCHD

USPXSCHD

USPX—8.0%

SCHD8.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

USPX$103 − $3 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee