Compare · 4 funds side by side · dividends reinvested

DEM, ASHR, SCHD and VIG

DEMWisdomTree×ASHRXtrackers×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

DEM, ASHR, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.36%+18.3%+19.5%+17.5%+9.9%−7.9%15.3%$4.0B2.4

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.45%−5.6%−4.6%+9.8%−2.9%−19.5%18.3%$1.3B3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DEM 2007 · ASHR 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$16,047

DEM

ASHR

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,635

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DEMMeasureASHR

+18.3%Year to dateJan 1 → Nov 9−5.6%

+19.5%1 yearTotal return−4.6%

+17.5%3 years · per year$10,000 became $16,242 · $13,254+9.8%

+9.9%5 years · per year$10,000 became $16,047 · $8,635−2.9%

0.63%Expense ratio$63 · $65 a year on $10k · lower is better0.65%

3.36%Trailing 12-mo yield$336 · $245 a year on $10k2.45%

−7.9%Worst dropSmaller is better−19.5%

15.3%VolatilityLower is calmer18.3%

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

8–0DEM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEM vs ASHR: Top 5 Holdings

Today

DEM

13.6%in top 5

ASHR

in top 513.9%

DEMStockASHR

4.2%0939.HKnot top 5

not top 5600519.S4.0%

not top 5300750.S2.9%

not top 5601318.S2.5%

2.5%1398.HKnot top 5

2.4%2454.TWnot top 5

not top 5600036.S2.3%

2.3%GFNORTEOnot top 5

2.2%000333.Snot top 5

not top 5300308.S2.2%

Held in common4.6%

End-of-day Nov 9, 2026 · share of each fund

DEM vs ASHR Returns, Every Period

WisdomTreeDEM

+9.9%

5 years, per year

ASHRXtrackers

−2.9%

5 years, per year

DEMASHRFaded: behind in that period

4–0DEM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DEM vs SCHD

YTD

WisdomTreeDEM

+18.3%

SCHDSchwab

+33.2%

+18.3%Year to date+33.2%

−7.9%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.8%

3.4%Yield3.0%

$4.0BAssets$122B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, ASHR, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DEM0.63%$63

ASHR0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DEM, ASHR, SCHD, VIG

3.36%highest, DEM

FundTrailing yieldYield$10k

DEM3.36%$336

SCHD2.96%$296

ASHR2.45%$245

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DEM$336 − $63 = $273

ASHR$245 − $65 = $180

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DEM, ASHR, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DEMASHRSCHDVIG

DEM—4.6%0.0%0.0%

ASHR4.6%—0.0%0.0%

SCHD0.0%0.0%—14.5%

VIG0.0%0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

DEMWorst drop−7.9%15.3% vol

ASHRWorst drop−19.5%18.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DEMSCHD

+18.3%Year to date+33.2%

3.4%Yield3.0%

+19.5%Past year+39.1%

0.63%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026