Compare · 3 funds side by side · dividends reinvested

DLS, DFE and SCHD

DLSWisdomTree×DFEWisdomTree×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

DLS, DFE and SCHD, 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%$123B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.53%+8.8%+14.3%+20.9%+7.1%−11.0%14.0%$1.0B2.3

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%3.96%+9.5%+15.7%+20.4%+5.3%−11.4%15.3%$161M2.4

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: DLS 2006 · DFE 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$14,081

DLS

DFE

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

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

DLSMeasureDFE

+8.8%Year to dateJan 1 → Nov 4+9.5%

+14.3%1 yearTotal return+15.7%

+20.9%3 years · per year$10,000 became $17,659 · $17,437+20.4%

+7.1%5 years · per year$10,000 became $14,081 · $12,944+5.3%

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

3.53%Trailing 12-mo yield$353 · $396 a year on $10k3.96%

−11.0%Worst dropSmaller is better−11.4%

14.0%VolatilityLower is calmer15.3%

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

4–3DLS wins

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

More Ways to See the Pairs

DLS vs DFE: Top 5 Holdings

Today

DLS

2.3%in top 5

DFE

in top 55.6%

DLSStockDFE

0.4%ODL.OL1.5%

not top 5BNOR.OL1.1%

not top 5PNN.L1.0%

not top 5HMSO.L1.0%

not top 5DNO.OL1.0%

0.6%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%2510.HKnot top 5

0.4%SOLB.BRnot top 5

Held in common32.6%

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

DLS vs DFE Returns, Every Period

WisdomTreeDLS

+7.1%

5 years, per year

DFEWisdomTree

+5.3%

5 years, per year

DLSDFEFaded: behind in that period

2–2Level

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

DLS vs DFE

YTD

WisdomTreeDLS

+8.8%

DFEWisdomTree

+9.5%

+8.8%Year to date+9.5%

−11.0%Worst drop · 1Y−11.4%

14.0%Volatility · 1Y15.3%

3.5%Yield4.0%

$1.0BAssets$161M

2–2level

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

Cost, Income and Risk

Fees: DLS, DFE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DLS0.58%$58

DFE0.58%$58

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

Yields: DLS, DFE, SCHD

3.96%highest, DFE

FundTrailing yieldYield$10k

DFE3.96%$396

DLS3.53%$353

SCHD2.91%$291

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

Income After Fees on $10,000

$338most kept, DFE

DFE$396 − $58 = $338

DLS$353 − $58 = $295

SCHD$291 − $6 = $285

KeptFee

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

Overlap: DLS, DFE, SCHD

Today

32.6%most shared, DLS and DFE

DLSDFESCHD

DLS—32.6%0.0%

DFE32.6%—0.0%

SCHD0.0%0.0%—

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

DLSWorst drop−11.0%14.0% 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026