Compare · 2 funds side by side · dividends reinvested

DES and SCHD

DESWisdomTree×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

DES and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.0

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.30%+19.6%+23.4%+16.9%+7.0%−8.7%14.2%$2.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DES 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$14,020

DES

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DESMeasureSCHD

+19.6%Year to dateJan 1 → Nov 3+32.8%

+23.4%1 yearTotal return+37.6%

+16.9%3 years · per year$10,000 became $15,985 · $17,784+21.2%

+7.0%5 years · per year$10,000 became $14,020 · $16,352+10.3%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

2.30%Trailing 12-mo yield$230 · $297 a year on $10k2.97%

−8.7%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

DES vs SCHD: Top 5 Holdings

Today

DES

5.5%in top 5

SCHD

in top 521.4%

DESStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common1.0%

End-of-day Nov 3, 2026 · share of each fund

DES vs SCHD Returns, Every Period

WisdomTreeDES

+7.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

DESSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DES vs SCHD

YTD

WisdomTreeDES

+19.6%

SCHDSchwab

+32.8%

+19.6%Year to date+32.8%

−8.7%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.4%

2.3%Yield3.0%

$2.1BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DES, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DES0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DES, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DES2.30%$230

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DES$230 − $38 = $192

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DES, SCHD

Today

1.0%most shared, DES and SCHD

DESSCHD

DES—1.0%

SCHD1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

DESWorst drop−8.7%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDES

+32.8%Year to date+19.6%

3.0%Yield2.3%

+37.6%Past year+23.4%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026