Compare · 2 funds side by side · dividends reinvested

SCHD and DES

SCHDSchwab×DESWisdomTree×

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 DES, 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%$123B1.0

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.4%+21.8%+15.7%+6.7%−8.7%14.6%$2.1B2.0

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 · DES 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

DES

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,859

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SCHDMeasureDES

+32.3%Year to dateJan 1 → Nov 5+17.4%

+38.7%1 yearTotal return+21.8%

+20.3%3 years · per year$10,000 became $17,414 · $15,487+15.7%

+10.4%5 years · per year$10,000 became $16,375 · $13,859+6.7%

0.06%Expense ratio$6 · $38 a year on $10k · lower is better0.38%

2.98%Trailing 12-mo yield$298 · $234 a year on $10k2.34%

−6.9%Worst dropSmaller is better−8.7%

11.7%VolatilityLower is calmer14.6%

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

8–0SCHD 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 DES: Top 5 Holdings

Today

SCHD

21.7%in top 5

DES

in top 55.5%

SCHDStockDES

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 5TFSL1.2%

not top 5PBF1.2%

not top 5EPR1.1%

not top 5NWE1.1%

not top 5PTEN1.0%

Held in common1.0%

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

SCHD vs DES Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

DESWisdomTree

+6.7%

5 years, per year

SCHDDESFaded: behind in that period

4–0SCHD wins

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

SCHD vs DES

YTD

SchwabSCHD

+32.3%

DESWisdomTree

+17.4%

+32.3%Year to date+17.4%

−6.9%Worst drop · 1Y−8.7%

11.7%Volatility · 1Y14.6%

3.0%Yield2.3%

$123BAssets$2.1B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, DES

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DES0.38%$38

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

Yields: SCHD, DES

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DES2.34%$234

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DES$234 − $38 = $196

KeptFee

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

Overlap: SCHD, DES

Today

1.0%most shared, SCHD and DES

SCHDDES

SCHD—1.0%

DES1.0%—

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

DESWorst drop−8.7%14.6% vol

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

Paid More vs Made More

YTD

SCHDDES

+32.3%Year to date+17.4%

3.0%Yield2.3%

+38.7%Past year+21.8%

0.06%Fee0.38%

4–0SCHD 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