Compare · 2 funds side by side · dividends reinvested

NTSI and SCHD

NTSIWisdomTree×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

NTSI 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%$123B1.1

WisdomTree International Efficient Core FundInternational · Ex-US broad0.28%3.12%+7.0%+11.1%+17.8%+5.3%−12.3%16.2%$486M1.9

Rank among the two1st → 2ndFee, 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: NTSI 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Efficient Core Fund · $486M$12,973

NTSI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

NTSIMeasureSCHD

+7.0%Year to dateJan 1 → Nov 5+32.3%

+11.1%1 yearTotal return+38.7%

+17.8%3 years · per year$10,000 became $16,349 · $17,414+20.3%

+5.3%5 years · per year$10,000 became $12,973 · $16,375+10.4%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

3.12%Trailing 12-mo yield$312 · $298 a year on $10k2.98%

−12.3%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

NTSI vs SCHD: Top 5 Holdings

Today

NTSI

9.2%in top 5

SCHD

in top 521.7%

NTSIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.9%ASMLnot top 5

1.8%SHELnot top 5

1.5%ROPnot top 5

1.5%HSBA.Lnot top 5

1.5%NOVN.SWnot top 5

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

NTSI vs SCHD Returns, Every Period

WisdomTreeNTSI

+5.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

NTSISCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: NTSI vs SCHD

YTD

WisdomTreeNTSI

+7.0%

SCHDSchwab

+32.3%

+7.0%Year to date+32.3%

−12.3%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

3.1%Yield3.0%

$486MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: NTSI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NTSI0.28%$28

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

Yields: NTSI, SCHD

3.12%highest, NTSI

FundTrailing yieldYield$10k

NTSI3.12%$312

SCHD2.98%$298

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

NTSI$312 − $28 = $284

KeptFee

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

Overlap: NTSI, SCHD

Today

0.1%most shared, NTSI and SCHD

NTSISCHD

NTSI—0.1%

SCHD0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NTSIWorst drop−12.3%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NTSISCHD

+7.0%Year to date+32.3%

3.1%Yield3.0%

+11.1%Past year+38.7%

0.28%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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