Compare · 3 funds side by side · dividends reinvested

DLS, IEFA and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

DLS, IEFA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B2.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.57%+7.5%+14.3%+18.9%+6.6%−11.0%14.4%$1.0B2.5

Rank among the three1st → 3rdFee, 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: DLS 2006 · IEFA 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$13,740

DLS

IEFA

iShares Core MSCI EAFE ETF · $187B$14,909

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

DLSMeasureIEFA

+7.5%Year to dateJan 1 → Nov 9+11.1%

+14.3%1 yearTotal return+15.8%

+18.9%3 years · per year$10,000 became $16,797 · $16,823+18.9%

+6.6%5 years · per year$10,000 became $13,740 · $14,909+8.3%

0.58%Expense ratio$58 · $7 a year on $10k · lower is better0.07%

3.57%Trailing 12-mo yield$357 · $336 a year on $10k3.36%

−11.0%Worst dropSmaller is better−11.5%

14.4%VolatilityLower is calmer16.5%

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

3–4IEFA wins

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

More Ways to See the Pairs

DLS vs IEFA: Top 5 Holdings

Today

DLS

2.3%in top 5

IEFA

in top 57.2%

DLSStockIEFA

not top 5ASML.AS2.3%

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

0.5%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%SOLB.BRnot top 5

0.4%2510.HKnot top 5

0.4%ITV.Lnot top 5

Held in common3.2%

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

DLS vs IEFA Returns, Every Period

WisdomTreeDLS

+6.6%

5 years, per year

IEFAiShares

+8.3%

5 years, per year

DLSIEFAFaded: behind in that period

0–3IEFA wins

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

Income vs International: DLS vs IEFA

YTD

WisdomTreeDLS

+7.5%

IEFAiShares

+11.1%

+7.5%Year to date+11.1%

−11.0%Worst drop · 1Y−11.5%

14.4%Volatility · 1Y16.5%

3.6%Yield3.4%

$1.0BAssets$187B

3–1DLS wins

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

Cost, Income and Risk

Fees: DLS, IEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

DLS0.58%$58

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

Yields: DLS, IEFA, SCHD

3.57%highest, DLS

FundTrailing yieldYield$10k

DLS3.57%$357

IEFA3.36%$336

SCHD2.96%$296

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

KeptFee

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

Overlap: DLS, IEFA, SCHD

Today

3.2%most shared, DLS and IEFA

DLSIEFASCHD

DLS—3.2%0.0%

IEFA3.2%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DLSWorst drop−11.0%14.4% vol

IEFAWorst drop−11.5%16.5% vol

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

Paid More vs Made More

YTD

DLSSCHD

+7.5%Year to date+33.2%

3.6%Yield3.0%

+14.3%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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