Compare · 3 funds side by side · dividends reinvested

DFE, SCHD and VOO

DFEWisdomTree×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

DFE, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%3.96%+9.5%+15.7%+20.4%+5.3%−11.4%15.3%$161M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFE 2006 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $161M$12,944

DFE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

DFEMeasureSCHD

+9.5%Year to dateJan 1 → Nov 4+35.3%

+15.7%1 yearTotal return+41.6%

+20.4%3 years · per year$10,000 became $17,437 · $17,908+21.4%

+5.3%5 years · per year$10,000 became $12,944 · $16,881+11.0%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

3.96%Trailing 12-mo yield$396 · $291 a year on $10k2.91%

−11.4%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFE vs SCHD: Top 5 Holdings

Today

DFE

5.6%in top 5

SCHD

in top 521.6%

DFEStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.5%ODL.OLnot top 5

1.1%BNOR.OLnot top 5

1.0%PNN.Lnot top 5

1.0%HMSO.Lnot top 5

1.0%DNO.OLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFE vs SCHD Returns, Every Period

WisdomTreeDFE

+5.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DFESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFE vs SCHD

YTD

WisdomTreeDFE

+9.5%

SCHDSchwab

+35.3%

+9.5%Year to date+35.3%

−11.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.5%

4.0%Yield2.9%

$161MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFE, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

DFE0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFE, SCHD, VOO

3.96%highest, DFE

FundTrailing yieldYield$10k

DFE3.96%$396

SCHD2.91%$291

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$338most kept, DFE

DFE$396 − $58 = $338

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFE, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

DFESCHDVOO

DFE—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

DFEWorst drop−11.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFESCHD

+9.5%Year to date+35.3%

4.0%Yield2.9%

+15.7%Past year+41.6%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026