Schwab vs Franklin Templeton: ETF issuers compared

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Schwab vs Franklin Templeton: ETF issuers compared | ETF Tracker

Income: Schwab wins, 100% to 92% of funds made money

Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.

BOX SCORE · INCOME	Schwab	Franklin Templeton
Funds in the category	2	13
Made money (W–L)	2–0	12–1
Win %	100%	92%
Money made	$34.6B	$2.2B
Typical return	+39.3%	+16.2%
Launches · 2026	0	0
Assets	$124B	$12.9B
Fee per $100	$0.06	$0.56

The biggest income funds on each side

Schwab

Fund	Name	Assets	1Y
SCHD	Schwab U.S. Dividend Equity ETF	$121B	+39.3% ✓
SCHY	Schwab International Dividend Equity ETF	$2.7B	+21.2% ✓

Franklin Templeton

Fund	Name	Assets	1Y
LVHI	Franklin International Low Volatility High Dividend Index ETF	$6.4B	+27.6% ✓
DIVI	Franklin International Core Dividend Tilt Index ETF	$2.6B	+16.2% ✓
INCM	Franklin Income Focus ETF	$2.0B	+10.6% ✓
LVHD	Franklin U.S. Low Volatility High Dividend Index ETF	$643M	+17.6% ✓
INCE	Franklin Income Equity Focus ETF	$368M	+22.2% ✓
PBDC	Putnam BDC Income ETF	$275M	−3.4% ✕

Who wins each category · share of its funds that made money · 1Y

Income: Schwab wins, 100% to 92% of funds made money

The biggest income funds on each side

Schwab

Franklin Templeton

Twin funds: Schwab is cheaper in 5 of 5. Franklin Templeton returned more in 2.

Bonds & cash · 4

Income · 1

Tale of the tape

Income: Schwab wins, 100% to 92% of funds made money

The biggest income funds on each side

S Schwab

FT Franklin Templeton

Bonds & cash · 4

Income · 1

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Schwab

Franklin Templeton