Compare · 3 funds side by side · dividends reinvested

DON, USOY and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeUSOY · 54.32% · $5,432 a year on $10k

Story of the three · RiskSmallest drop

DON, USOY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.32%+58.5%+55.6%[…][…]−25.5%39.2%$73M2.0

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+14.5%+15.5%+15.0%+8.0%−9.1%12.4%$4.0B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: DON 2006 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,717

DON

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

DON

More Ways to See the Pairs

DON vs SCHD: Top 5 Holdings

Today

DON

7.3%in top 5

SCHD

in top 521.7%

DONStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DON, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DON0.38%$38

USOY1.12%$112

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DON, USOY, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+14.5%Year to dateJan 1 → Nov 12+34.2%

+15.5%1 yearTotal return+36.8%

+15.0%3 years · per year$10,000 became $15,227 · $17,257+19.9%

+8.0%5 years · per year$10,000 became $14,717 · $16,429+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

1.88%Trailing 12-mo yield$188 · $293 a year on $10k2.93%

−9.1%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.6%BBYnot top 5

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

Held in common4.3%

End-of-day Nov 12, 2026 · share of each fund

DON vs SCHD Returns, Every Period

5Y

WisdomTreeDON

+8.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DONSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DON vs USOY

YTD

WisdomTreeDON

+14.5%

USOYDefiance

+58.5%

+14.5%Year to date+58.5%

−9.1%Worst drop · 1Y−25.5%

12.4%Volatility · 1Y39.2%

1.9%Yield54.3%

$4.0BAssets$72.8M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

54.32%highest, USOY

FundTrailing yieldYield$10k

USOY54.32%$5,432

SCHD2.93%$293

DON1.88%$188

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

Income After Fees on $10,000

1Y

$5,320most kept, USOY

USOY$5,432 − $112 = $5,320

SCHD$293 − $6 = $287

DON$188 − $38 = $150

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DON, USOY, SCHD

Today

4.3%most shared, DON and SCHD

DONUSOYSCHD

DON—[…]4.3%

USOY[…]—[…]

SCHD4.3%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+55.6%USOY, at 39.2% volatility

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.4% vol

USOYWorst drop−25.5%39.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+58.5%Year to date+34.2%

54.3%Yield2.9%

+55.6%Past year+36.8%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DON, USOY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three