Compare · 4 funds side by side · dividends reinvested

DEM, SCHD, VOO and DGRO

DEMWisdomTree×SCHDSchwab×VOOVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

DEM, SCHD, VOO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.8

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.41%+16.4%+17.5%+17.5%+9.7%−7.9%15.2%$4.0B3.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DEM 2007 · SCHD 2011 · VOO 2010 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,877

DEM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

DEMMeasureSCHD

+16.4%Year to dateJan 1 → Nov 6+31.4%

+17.5%1 yearTotal return+37.0%

+17.5%3 years · per year$10,000 became $16,234 · $17,266+20.0%

+9.7%5 years · per year$10,000 became $15,877 · $16,267+10.2%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

3.41%Trailing 12-mo yield$341 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

15.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEM vs SCHD: Top 5 Holdings

Today

DEM

13.8%in top 5

SCHD

in top 521.4%

DEMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.1%0939.HKnot top 5

2.8%2454.TWnot top 5

2.5%1398.HKnot top 5

2.2%GFNORTEOnot top 5

2.2%000333.Snot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DEM vs SCHD Returns, Every Period

WisdomTreeDEM

+9.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

DEMSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DEM vs SCHD

YTD

WisdomTreeDEM

+16.4%

SCHDSchwab

+31.4%

+16.4%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.7%

3.4%Yield3.0%

$4.0BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, SCHD, VOO, DGRO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

DGRO0.08%$8

DEM0.63%$63

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DEM, SCHD, VOO, DGRO

3.41%highest, DEM

FundTrailing yieldYield$10k

DEM3.41%$341

SCHD3.00%$300

DGRO1.87%$187

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DEM$341 − $63 = $278

DGRO$187 − $8 = $179

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DEM, SCHD, VOO, DGRO

Today

40.7%most shared, VOO and DGRO

DEMSCHDVOODGRO

DEM—0.0%0.0%0.0%

SCHD0.0%—7.6%21.3%

VOO0.0%7.6%—40.7%

DGRO0.0%21.3%40.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

DEMWorst drop−7.9%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DEMSCHD

+16.4%Year to date+31.4%

3.4%Yield3.0%

+17.5%Past year+37.0%

0.63%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026