Compare · 4 funds side by side · dividends reinvested

DLS, SDIV, DGRO and SCHD

DLSWisdomTree×SDIVGlobal X×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

DLS, SDIV, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.57%+7.5%+14.3%+18.9%+6.6%−11.0%14.4%$1.0B3.0

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: DLS 2006 · SDIV 2011 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DLS

SDIV

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DLSMeasureSDIV

+7.5%Year to dateJan 1 → Nov 9−0.0%

+14.3%1 yearTotal return+3.1%

+18.9%3 years · per year$10,000 became $16,797 · $14,362+12.8%

+6.6%5 years · per year$10,000 became $13,740 · $9,751−0.5%

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

3.57%Trailing 12-mo yield$357 · $1,000 a year on $10k10.00%

−11.0%Worst dropSmaller is better−11.8%

14.4%VolatilityLower is calmer13.4%

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

5–2DLS 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 SDIV: Top 5 Holdings

Today

DLS

2.3%in top 5

SDIV

in top 58.8%

DLSStockSDIV

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%

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 common0.8%

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

DLS vs SDIV Returns, Every Period

WisdomTreeDLS

+6.6%

5 years, per year

SDIVGlobal X

−0.5%

5 years, per year

DLSSDIVFaded: behind in that period

4–0DLS wins

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

DLS vs SDIV

YTD

WisdomTreeDLS

+7.5%

SDIVGlobal X

−0.0%

+7.5%Year to date−0.0%

−11.0%Worst drop · 1Y−11.8%

14.4%Volatility · 1Y13.4%

3.6%Yield10.0%

$1.0BAssets$1.1B

2–2level

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

Cost, Income and Risk

Fees: DLS, SDIV, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

DLS0.58%$58

SDIV0.58%$58

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

Yields: DLS, SDIV, DGRO, SCHD

10.00%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.00%$1,000

DLS3.57%$357

SCHD2.96%$296

DGRO1.84%$184

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

Income After Fees on $10,000

$942most kept, SDIV

SDIV$1,000 − $58 = $942

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

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

Overlap: DLS, SDIV, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

DLSSDIVDGROSCHD

DLS—0.8%0.0%0.0%

SDIV0.8%—0.0%0.2%

DGRO0.0%0.0%—21.3%

SCHD0.0%0.2%21.3%—

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

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SDIVWorst drop−11.8%13.4% vol

DLSWorst drop−11.0%14.4% 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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