XUDV vs SCHD

AXUDV

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.26%XUDV · $326 on $10k

Smallest drop−6.8%XUDV · worst fall in 1Y

Held in common21.0%XUDV and SCHD

XUDV

SCHD

Franklin US Dividend Booster Index ETF · $81MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

3.26%12-mo yield$326 · $291 on $10k2.91%

−6.8%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXUDV · SCHD

4.5%VZ3.5%

5.2%MO3.0%

2.8%BX2.1%

5.4%UPS1.9%

Held in common21.0%

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	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
2	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.26%	+2.5%	+31.1%	+34.9%	new	new	−6.8%	$81M

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	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
2	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.26%	+2.5%	+31.1%	+34.9%	new	new	−6.8%	$81M

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

XUDV vs SCHD

XUDV

Franklin US Dividend Booster Index

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXUDVSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield3.26%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y12.5%11.5%

2–2measures won
level

21.0%

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: XUDV, SCHD

Today

21.0%most shared, XUDV and SCHD

XUDVSCHD

XUDV—21.0%

SCHD21.0%—

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

Income After Fees on $10,000

$317most kept, XUDV

XUDV$326 − $9 = $317

SCHD$291 − $6 = $285

KeptFee

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