Compare · 4 funds side by side · dividends reinvested

DON, SMLF, VUG and SCHD

DONWisdomTree×SMLFiShares×VUGVanguard×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the four · RiskSmallest drop

DON, SMLF, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B2.8

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+15.7%+15.4%+7.9%−9.1%12.4%$4.0B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,267

SMLF

More Ways to See the Pairs

SMLF vs SCHD: Top 5 Holdings

Today

SMLF

3.3%in top 5

SCHD

in top 521.8%

SMLFStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DON, SMLF, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SMLF0.15%$15

DON0.38%$38

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SMLFMeasureSCHD

+14.8%Year to dateJan 1 → Nov 13+34.9%

+15.6%1 yearTotal return+37.5%

+20.8%3 years · per year$10,000 became $17,640 · $17,374+20.2%

+8.8%5 years · per year$10,000 became $15,267 · $16,418+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.99%Trailing 12-mo yield$99 · $292 a year on $10k2.92%

−8.7%Worst dropSmaller is better−6.9%

17.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

0.6%RSnot top 5

Held in common2.6%

End-of-day Nov 13, 2026 · share of each fund

SMLF vs SCHD Returns, Every Period

5Y

iSharesSMLF

+8.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SMLFSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLF vs SCHD

YTD

iSharesSMLF

+14.8%

SCHDSchwab

+34.9%

+14.8%Year to date+34.9%

−8.7%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.7%

1.0%Yield2.9%

$4.3BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DON, SMLF, VUG, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

DON1.88%$188

SMLF0.99%$99

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

DON$188 − $38 = $150

SMLF$99 − $15 = $84

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF, VUG, SCHD

Today

24.2%most shared, DON and SMLF

DONSMLFVUGSCHD

DON—24.2%0.0%4.3%

SMLF24.2%—0.3%2.6%

VUG0.0%0.3%—0.8%

SCHD4.3%2.6%0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.4% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDON

+34.9%Year to date+15.0%

2.9%Yield1.9%

+37.5%Past year+15.7%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DON, SMLF, VUG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four