Compare · 3 funds side by side · dividends reinvested

DLS, VIG and SCHD

DLSWisdomTree×VIGVanguard×SCHDSchwab×

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, VIG 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.0

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.62%+6.1%+12.6%+19.5%+6.4%−11.0%14.2%$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 5, 2026 · returns include dividends · since: DLS 2006 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DLS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

DLSMeasureVIG

+6.1%Year to dateJan 1 → Nov 5+12.5%

+12.6%1 yearTotal return+15.2%

+19.5%3 years · per year$10,000 became $17,049 · $16,814+18.9%

+6.4%5 years · per year$10,000 became $13,622 · $16,331+10.3%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

3.62%Trailing 12-mo yield$362 · $149 a year on $10k1.49%

−11.0%Worst dropSmaller is better−7.9%

14.2%VolatilityLower is calmer10.8%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

DLS

2.3%in top 5

VIG

in top 522.1%

DLSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 VIG Returns, Every Period

WisdomTreeDLS

+6.4%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

DLSVIGFaded: behind in that period

1–3VIG wins

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

DLS vs SCHD

YTD

WisdomTreeDLS

+6.1%

SCHDSchwab

+32.3%

+6.1%Year to date+32.3%

−11.0%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.7%

3.6%Yield3.0%

$1.0BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DLS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DLS0.58%$58

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

Yields: DLS, VIG, SCHD

3.62%highest, DLS

FundTrailing yieldYield$10k

DLS3.62%$362

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$304most kept, DLS

DLS$362 − $58 = $304

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: DLS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

DLSVIGSCHD

DLS—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

DLSSCHD

+6.1%Year to date+32.3%

3.6%Yield3.0%

+12.6%Past year+38.7%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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