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$16,267SCHD · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$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 6, 2026 · returns include dividends · since: DLS 2006 · SDIV 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

DLS

WisdomTree International SmallCap Dividend Fund · $1.0B$13,598

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

SCHDMeasureDLS

+31.4%Year to dateJan 1 → Nov 6+5.3%

+37.0%1 yearTotal return+11.6%

+20.0%3 years · per year$10,000 became $17,266 · $16,824+18.9%

+10.2%5 years · per year$10,000 became $16,267 · $13,598+6.3%

0.06%Expense ratio$6 · $58 a year on $10k · lower is better0.58%

3.00%Trailing 12-mo yield$300 · $365 a year on $10k3.65%

−6.9%Worst dropSmaller is better−11.0%

11.7%VolatilityLower is calmer14.3%

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

7–1SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs DLS: Top 5 Holdings

Today

SCHD

21.4%in top 5

DLS

in top 52.3%

SCHDStockDLS

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5DOFG.OL0.6%

not top 5NOS.LS0.5%

not top 52510.HK0.4%

not top 5SOLB.BR0.4%

not top 5ODL.OL0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs DLS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

DLSWisdomTree

+6.3%

5 years, per year

SCHDDLSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs SDIV

YTD

SchwabSCHD

+31.4%

SDIVGlobal X

−0.7%

+31.4%Year to date−0.7%

−6.9%Worst drop · 1Y−11.2%

11.7%Volatility · 1Y13.4%

3.0%Yield10.1%

$120BAssets$1.1B

3–1SCHD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: DLS, SDIV, SCHD

10.07%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.07%$1,007

DLS3.65%$365

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$949most kept, SDIV

SDIV$1,007 − $58 = $949

DLS$365 − $58 = $307

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDIVWorst drop−11.2%13.4% vol

DLSWorst drop−11.0%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDIVSCHD

−0.7%Year to date+31.4%

10.1%Yield3.0%

+3.3%Past year+37.0%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026