Compare · 3 funds side by side · dividends reinvested

DIM, SCHD and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeDIM · 3.04% · $304 a year on $10k

Story of the three · RiskSmallest drop

DIM, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.9

WisdomTree International MidCap Dividend FundIncome · Dividend stocks0.58%3.04%+10.9%+15.1%+19.7%+8.7%−10.6%14.2%$158M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DIM 2006 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International MidCap Dividend Fund · $158M$15,185

DIM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

DIM

More Ways to See the Pairs

DIM vs SCHD: Top 5 Holdings

Today

DIM

4.4%in top 5

SCHD

in top 521.7%

DIMStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DIM, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

DIM0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DIM, SCHD, SPYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+10.9%Year to dateJan 1 → Nov 11+34.6%

+15.1%1 yearTotal return+39.3%

+19.7%3 years · per year$10,000 became $17,141 · $17,234+19.9%

+8.7%5 years · per year$10,000 became $15,185 · $16,418+10.4%

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

3.04%Trailing 12-mo yield$304 · $293 a year on $10k2.93%

−10.6%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%LGEN.Lnot top 5

0.8%AMUN.PAnot top 5

0.8%MED.MInot top 5

0.8%AGS.BRnot top 5

0.8%1038.HKnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DIM vs SCHD Returns, Every Period

5Y

WisdomTreeDIM

+8.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DIMSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DIM vs SCHD

YTD

WisdomTreeDIM

+10.9%

SCHDSchwab

+34.6%

+10.9%Year to date+34.6%

−10.6%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.8%

3.0%Yield2.9%

$158MAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.04%highest, DIM

FundTrailing yieldYield$10k

DIM3.04%$304

SCHD2.93%$293

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

DIM$304 − $58 = $246

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DIM, SCHD, SPYM

Today

8.6%most shared, SCHD and SPYM

DIMSCHDSPYM

DIM—0.0%0.0%

SCHD0.0%—8.6%

SPYM0.0%8.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYMWorst drop−8.9%13.7% vol

DIMWorst drop−10.6%14.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DIMSCHD

+10.9%Year to date+34.6%

3.0%Yield2.9%

+15.1%Past year+39.3%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DIM, SCHD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three