Compare · 3 funds side by side · dividends reinvested

SCHD, WCMI and IEFA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCHD, WCMI and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$193B1.9

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · WCMI 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Schwab U.S. Dividend Equity ETF · $123B$13,231

SCHD

WCMI

First Trust WCM International Equity ETF · $2.1B$10,495

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

SCHDMeasureWCMI

+32.3%Year to dateJan 1 → Nov 5+4.9%

+38.7%1 yearTotal return+8.3%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.98%Trailing 12-mo yield$298 · $59 a year on $10k0.59%

−6.9%Worst dropSmaller is better−12.5%

11.7%VolatilityLower is calmer20.8%

SCHDWCMI Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs WCMI: Top 5 Holdings

Today

SCHD

21.7%in top 5

WCMI

in top 521.9%

SCHDStockWCMI

not top 52330.TW6.8%

4.7%TXNnot top 5

not top 5CSU.TO4.5%

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs WCMI Returns, Every Period

SchwabSCHD

+38.7%

past year

WCMIFirst Trust

+8.3%

past year

SCHDWCMIFaded: behind in that period

2–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs International: SCHD vs IEFA

YTD

SchwabSCHD

+32.3%

IEFAiShares

+8.5%

+32.3%Year to date+8.5%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.2%

3.0%Yield3.4%

$123BAssets$193B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCMI, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

WCMI0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, WCMI, IEFA

3.44%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.44%$344

SCHD2.98%$298

WCMI0.59%$59

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

SCHD$298 − $6 = $292

WCMI$59 − $85 = −$26

KeptFee

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

Overlap: SCHD, WCMI, IEFA

Today

4.0%most shared, WCMI and IEFA

SCHDWCMIIEFA

SCHD—0.0%0.0%

WCMI0.0%—4.0%

IEFA0.0%4.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IEFAWorst drop−11.5%16.2% vol

WCMIWorst drop−12.5%20.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IEFASCHD

+8.5%Year to date+32.3%

3.4%Yield3.0%

+13.5%Past year+38.7%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

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