Compare · 2 funds side by side · dividends reinvested

DLN and SCHD

DLNWisdomTree×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,777DLN · best of the two

02 / 04

DLN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.74%+15.5%+17.8%+21.8%+12.2%−6.1%8.9%$6.4B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

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: DLN 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,777

DLN

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

DLNMeasureSCHD

+15.5%Year to dateJan 1 → Nov 3+32.8%

+17.8%1 yearTotal return+37.6%

+21.8%3 years · per year$10,000 became $18,059 · $17,784+21.2%

+12.2%5 years · per year$10,000 became $17,777 · $16,352+10.3%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

1.74%Trailing 12-mo yield$174 · $297 a year on $10k2.97%

−6.1%Worst dropSmaller is better−6.9%

8.9%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

DLN vs SCHD: Top 5 Holdings

Today

DLN

16.2%in top 5

SCHD

in top 521.4%

DLNStockSCHD

4.9%MSFTnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.5%NVDAnot top 5

2.8%JPMnot top 5

2.5%AAPLnot top 5

2.4%XOMnot top 5

Held in common20.8%

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

DLN vs SCHD Returns, Every Period

WisdomTreeDLN

+12.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

DLNSCHDFaded: behind in that period

2–2Level

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

DLN vs SCHD

YTD

WisdomTreeDLN

+15.5%

SCHDSchwab

+32.8%

+15.5%Year to date+32.8%

−6.1%Worst drop · 1Y−6.9%

8.9%Volatility · 1Y11.4%

1.7%Yield3.0%

$6.4BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DLN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DLN0.28%$28

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

Yields: DLN, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DLN1.74%$174

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DLN$174 − $28 = $146

KeptFee

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

Overlap: DLN, SCHD

Today

20.8%most shared, DLN and SCHD

DLNSCHD

DLN—20.8%

SCHD20.8%—

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

DLNWorst drop−6.1%8.9% vol

SCHDWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

SCHDDLN

+32.8%Year to date+15.5%

3.0%Yield1.7%

+37.6%Past year+17.8%

0.06%Fee0.28%

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