Compare · 3 funds side by side · dividends reinvested

DLS, SPY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

DLS, SPY 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%$120B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.0

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$1.0B2.6

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 · SPY 1993 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DLS

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

DLSMeasureSPY

+5.3%Year to dateJan 1 → Nov 6+8.7%

+11.6%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,824 · $18,039+21.7%

+6.3%5 years · per year$10,000 became $13,598 · $17,118+11.3%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

3.65%Trailing 12-mo yield$365 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

DLS vs SPY: Top 5 Holdings

Today

DLS

2.3%in top 5

SPY

in top 527.8%

DLSStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

DLS vs SPY Returns, Every Period

WisdomTreeDLS

+6.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DLSSPYFaded: behind in that period

1–3SPY wins

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

DLS vs SCHD

YTD

WisdomTreeDLS

+5.3%

SCHDSchwab

+31.4%

+5.3%Year to date+31.4%

−11.0%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.7%

3.6%Yield3.0%

$1.0BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLS, SPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

DLS0.58%$58

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

Yields: DLS, SPY, SCHD

3.65%highest, DLS

FundTrailing yieldYield$10k

DLS3.65%$365

SCHD3.00%$300

SPY1.03%$103

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

SCHD$300 − $6 = $294

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DLS, SPY, SCHD

Today

8.7%most shared, SPY and SCHD

DLSSPYSCHD

DLS—0.0%0.0%

SPY0.0%—8.7%

SCHD0.0%8.7%—

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

SPYWorst drop−8.9%13.6% 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

DLSSCHD

+5.3%Year to date+31.4%

3.6%Yield3.0%

+11.6%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

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

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