Compare · 2 funds side by side · dividends reinvested

SCHD and DEM

SCHDSchwab×DEMWisdomTree×

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

SCHD and DEM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.38%+17.5%+19.1%+18.3%+9.5%−7.9%15.1%$4.0B1.9

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: SCHD 2011 · DEM 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

DEM

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,521

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

SCHDMeasureDEM

+35.3%Year to dateJan 1 → Nov 5+17.5%

+41.6%1 yearTotal return+19.1%

+21.4%3 years · per year$10,000 became $17,908 · $16,564+18.3%

+11.0%5 years · per year$10,000 became $16,881 · $15,726+9.5%

0.06%Expense ratio$6 · $63 a year on $10k · lower is better0.63%

2.91%Trailing 12-mo yield$291 · $338 a year on $10k3.38%

−6.9%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer15.1%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs DEM: Top 5 Holdings

Today

SCHD

21.7%in top 5

DEM

in top 513.8%

SCHDStockDEM

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 50939.HK4.1%

not top 52454.TW2.8%

not top 51398.HK2.5%

not top 5GFNORTEO2.2%

not top 5000333.S2.2%

Held in common0.0%

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

SCHD vs DEM Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

DEMWisdomTree

+9.5%

5 years, per year

SCHDDEMFaded: behind in that period

4–0SCHD wins

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

SCHD vs DEM

YTD

SchwabSCHD

+35.3%

DEMWisdomTree

+17.5%

+35.3%Year to date+17.5%

−6.9%Worst drop · 1Y−7.9%

11.5%Volatility · 1Y15.1%

2.9%Yield3.4%

$123BAssets$4.0B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, DEM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DEM0.63%$63

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

Yields: SCHD, DEM

3.38%highest, DEM

FundTrailing yieldYield$10k

DEM3.38%$338

SCHD2.91%$291

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DEM$338 − $63 = $275

KeptFee

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

Overlap: SCHD, DEM

Today

0.0%most shared, SCHD and DEM

SCHDDEM

SCHD—0.0%

DEM0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DEMWorst drop−7.9%15.1% vol

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

Paid More vs Made More

YTD

DEMSCHD

+17.5%Year to date+35.3%

3.4%Yield2.9%

+19.1%Past year+41.6%

0.63%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026