Compare · 3 funds side by side · dividends reinvested

DLS, SDIV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

DLS, SDIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.62%+6.1%+12.6%+19.5%+6.4%−11.0%14.2%$1.0B2.1

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.07%−0.7%+3.3%+14.1%−0.6%−11.2%13.4%$1.1B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DLS 2006 · SDIV 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$13,622

DLS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

DLSMeasureSCHD

+6.1%Year to dateJan 1 → Nov 5+32.3%

+12.6%1 yearTotal return+38.7%

+19.5%3 years · per year$10,000 became $17,049 · $17,414+20.3%

+6.4%5 years · per year$10,000 became $13,622 · $16,375+10.4%

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

3.62%Trailing 12-mo yield$362 · $298 a year on $10k2.98%

−11.0%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

DLS vs SCHD: Top 5 Holdings

Today

DLS

2.3%in top 5

SCHD

in top 521.7%

DLSStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.6%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%2510.HKnot top 5

0.4%SOLB.BRnot top 5

0.4%ODL.OLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DLS vs SCHD Returns, Every Period

WisdomTreeDLS

+6.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DLSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DLS vs SDIV

YTD

WisdomTreeDLS

+6.1%

SDIVGlobal X

−0.7%

+6.1%Year to date−0.7%

−11.0%Worst drop · 1Y−11.2%

14.2%Volatility · 1Y13.4%

3.6%Yield10.1%

$1.0BAssets$1.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLS, SDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DLS0.58%$58

SDIV0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DLS, SDIV, SCHD

10.07%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.07%$1,007

DLS3.62%$362

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$949most kept, SDIV

SDIV$1,007 − $58 = $949

DLS$362 − $58 = $304

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DLS, SDIV, SCHD

Today

0.9%most shared, DLS and SDIV

DLSSDIVSCHD

DLS—0.9%0.0%

SDIV0.9%—0.2%

SCHD0.0%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDIVWorst drop−11.2%13.4% vol

DLSWorst drop−11.0%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SDIVSCHD

−0.7%Year to date+32.3%

10.1%Yield3.0%

+3.3%Past year+38.7%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026