Compare · 3 funds side by side · dividends reinvested

GRID, DGS and SCHD

GRIDFirst Trust×DGSWisdomTree×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,538GRID · best of the three

Story of the three · IncomeMost incomeDGS · 4.02% · $402 a year on $10k

Story of the three · RiskSmallest drop

GRID, DGS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index FundThematic · Infrastructure0.56%0.95%+6.9%+5.0%+23.1%+10.6%−23.5%26.4%$10.8B2.3

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.02%+6.3%+7.6%+12.4%+6.7%−11.6%18.6%$1.6B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: GRID 2009 · DGS 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · $10.8B$16,538

GRID

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,813

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

GRID

More Ways to See the Pairs

GRID vs DGS: Top 5 Holdings

Today

GRID

39.6%in top 5

DGS

in top 54.7%

GRIDStockDGS

8.8%JCInot top 5

8.5%PWRnot top 5

7.8%ETNnot top 5

7.6%ABBN.SWnot top 5

6.8%SU.PAnot top 5

Cost, Income and Risk

Fees: GRID, DGS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GRID0.56%$56

DGS0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: GRID, DGS, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

DGS

+6.9%Year to dateJan 1 → Nov 11+6.3%

+5.0%1 yearTotal return+7.6%

+23.1%3 years · per year$10,000 became $18,670 · $14,188+12.4%

+10.6%5 years · per year$10,000 became $16,538 · $13,813+6.7%

0.56%Expense ratio$56 · $58 a year on $10k · lower is better0.58%

0.95%Trailing 12-mo yield$95 · $402 a year on $10k4.02%

−23.5%Worst dropSmaller is better−11.6%

26.4%VolatilityLower is calmer18.6%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GRT.JO1.3%

not top 5OMU.JO1.1%

not top 5OMAB.MX0.8%

not top 5RDF.JO0.8%

not top 52542.TW0.7%

Held in common1.2%

End-of-day Nov 11, 2026 · share of each fund

GRID vs DGS Returns, Every Period

5Y

First TrustGRID

+10.6%

5 years, per year

DGSWisdomTree

+6.7%

5 years, per year

GRIDDGSFaded: behind in that period

3–1GRID wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: GRID vs DGS

YTD

First TrustGRID

+6.9%

DGSWisdomTree

+6.3%

+6.9%Year to date+6.3%

−23.5%Worst drop · 1Y−11.6%

26.4%Volatility · 1Y18.6%

1.0%Yield4.0%

$10.8BAssets$1.6B

3–1DGS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.02%highest, DGS

FundTrailing yieldYield$10k

DGS4.02%$402

SCHD2.93%$293

GRID0.95%$95

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$344most kept, DGS

DGS$402 − $58 = $344

SCHD$293 − $6 = $287

GRID$95 − $56 = $39

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: GRID, DGS, SCHD

Today

1.3%most shared, GRID and SCHD

GRIDDGSSCHD

GRID—1.2%1.3%

DGS1.2%—0.0%

SCHD1.3%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

DGSWorst drop−11.6%18.6% vol

GRIDWorst drop−23.5%26.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DGSSCHD

+6.3%Year to date+34.6%

4.0%Yield2.9%

+7.6%Past year+39.3%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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GRID, DGS and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three