Compare · 3 funds side by side · dividends reinvested

CXSE, SCHD and DRAM

CXSEWisdomTree×SCHDSchwab×DRAMRoundhill×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CXSE, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.0

WisdomTree China ex-State-Owned Enterprises FundThematic · China0.32%2.13%−17.9%−20.8%+5.2%−8.4%−26.6%20.9%$380M2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$15.9B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: CXSE 2012 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree China ex-State-Owned Enterprises Fund · $380M$6,437

CXSE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CXSE

More Ways to See the Pairs

CXSE vs SCHD: Top 5 Holdings

Today

CXSE

27.0%in top 5

SCHD

in top 521.4%

CXSEStockSCHD

10.4%0700.HKnot top 5

8.5%9988.HKnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO

Cost, Income and Risk

Fees: CXSE, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CXSE0.32%$32

DRAM0.65%$65

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

Yields: CXSE, SCHD, DRAM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

−17.9%Year to dateJan 1 → Nov 10+33.8%

−20.8%1 yearTotal return+38.8%

+5.2%3 years · per year$10,000 became $11,640 · $17,062+19.5%

−8.4%5 years · per year$10,000 became $6,437 · $16,428+10.4%

0.32%Expense ratio$32 · $6 a year on $10k · lower is better0.06%

2.13%Trailing 12-mo yield$213 · $294 a year on $10k2.94%

−26.6%Worst dropSmaller is better−6.9%

20.9%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.5%300750.Snot top 5

2.3%601318.Snot top 5

2.3%300308.Snot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CXSE vs SCHD Returns, Every Period

5Y

WisdomTreeCXSE

−8.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CXSESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CXSE vs SCHD

YTD

WisdomTreeCXSE

−17.9%

SCHDSchwab

+33.8%

−17.9%Year to date+33.8%

−26.6%Worst drop · 1Y−6.9%

20.9%Volatility · 1Y11.8%

2.1%Yield2.9%

$380MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CXSE2.13%$213

DRAM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CXSE$213 − $32 = $181

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CXSE, SCHD, DRAM

Today

0.8%most shared, CXSE and DRAM

CXSESCHDDRAM

CXSE—0.0%0.8%

SCHD0.0%—0.0%

DRAM0.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CXSEWorst drop−26.6%20.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCXSE

+33.8%Year to date−17.9%

2.9%Yield2.1%

+38.8%Past year−20.8%

0.06%Fee0.32%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CXSE, SCHD and DRAM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three