Compare · 4 funds side by side · dividends reinvested

DFE, SDIV, VYM and SCHD

DFEWisdomTree×SDIVGlobal X×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

DFE, SDIV, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%3.98%+8.7%+17.1%+18.6%+4.9%−11.4%15.6%$160M3.0

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.00%−0.0%+3.1%+12.8%−0.5%−11.8%13.4%$1.1B3.4

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: DFE 2006 · SDIV 2011 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $160M$12,698

DFE

SDIV

Global X - SuperDividend ETF · $1.1B$9,751

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFEMeasureSDIV

+8.7%Year to dateJan 1 → Nov 9−0.0%

+17.1%1 yearTotal return+3.1%

+18.6%3 years · per year$10,000 became $16,689 · $14,362+12.8%

+4.9%5 years · per year$10,000 became $12,698 · $9,751−0.5%

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

3.98%Trailing 12-mo yield$398 · $1,000 a year on $10k10.00%

−11.4%Worst dropSmaller is better−11.8%

15.6%VolatilityLower is calmer13.4%

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

5–2DFE wins

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

More Ways to See the Pairs

DFE vs SDIV: Top 5 Holdings

Today

DFE

5.3%in top 5

SDIV

in top 58.8%

DFEStockSDIV

not top 5TFG-R.BK1.9%

not top 5RHI1.8%

not top 5HAUTO.OL1.7%

not top 5VAR.OL1.7%

not top 5VCT.L1.7%

1.3%ODL.OLnot top 5

1.0%HMSO.Lnot top 5

1.0%PNN.Lnot top 5

1.0%DNLM.Lnot top 5

1.0%PROX.BRnot top 5

Held in common1.7%

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

DFE vs SDIV Returns, Every Period

WisdomTreeDFE

+4.9%

5 years, per year

SDIVGlobal X

−0.5%

5 years, per year

DFESDIVFaded: behind in that period

4–0DFE wins

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

DFE vs SDIV

YTD

WisdomTreeDFE

+8.7%

SDIVGlobal X

−0.0%

+8.7%Year to date−0.0%

−11.4%Worst drop · 1Y−11.8%

15.6%Volatility · 1Y13.4%

4.0%Yield10.0%

$160MAssets$1.1B

2–2level

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

Cost, Income and Risk

Fees: DFE, SDIV, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

DFE0.58%$58

SDIV0.58%$58

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

Yields: DFE, SDIV, VYM, SCHD

10.00%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.00%$1,000

DFE3.98%$398

SCHD2.96%$296

VYM2.26%$226

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

Income After Fees on $10,000

$942most kept, SDIV

SDIV$1,000 − $58 = $942

DFE$398 − $58 = $340

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

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

Overlap: DFE, SDIV, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

DFESDIVVYMSCHD

DFE—1.7%0.0%0.0%

SDIV1.7%—0.0%0.2%

VYM0.0%0.0%—21.9%

SCHD0.0%0.2%21.9%—

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

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SDIVWorst drop−11.8%13.4% vol

DFEWorst drop−11.4%15.6% vol

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

Paid More vs Made More

YTD

SDIVSCHD

−0.0%Year to date+33.2%

10.0%Yield3.0%

+3.1%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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