Compare · 3 funds side by side · dividends reinvested

SCHD, DLS and VIG

SCHDSchwab×DLSWisdomTree×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

SCHD, DLS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.57%+7.5%+14.3%+18.9%+6.6%−11.0%14.4%$1.0B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · DLS 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

DLS

WisdomTree International SmallCap Dividend Fund · $1.0B$13,740

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

SCHDMeasureDLS

+33.2%Year to dateJan 1 → Nov 9+7.5%

+39.1%1 yearTotal return+14.3%

+19.6%3 years · per year$10,000 became $17,123 · $16,797+18.9%

+10.5%5 years · per year$10,000 became $16,459 · $13,740+6.6%

0.06%Expense ratio$6 · $58 a year on $10k · lower is better0.58%

2.96%Trailing 12-mo yield$296 · $357 a year on $10k3.57%

−6.9%Worst dropSmaller is better−11.0%

11.8%VolatilityLower is calmer14.4%

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

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs DLS: Top 5 Holdings

Today

SCHD

21.4%in top 5

DLS

in top 52.3%

SCHDStockDLS

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5DOFG.OL0.5%

not top 5NOS.LS0.5%

not top 5SOLB.BR0.4%

not top 52510.HK0.4%

not top 5ITV.L0.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs DLS Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

DLSWisdomTree

+6.6%

5 years, per year

SCHDDLSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs DLS

YTD

SchwabSCHD

+33.2%

DLSWisdomTree

+7.5%

+33.2%Year to date+7.5%

−6.9%Worst drop · 1Y−11.0%

11.8%Volatility · 1Y14.4%

3.0%Yield3.6%

$120BAssets$1.0B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, DLS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DLS0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, DLS, VIG

3.57%highest, DLS

FundTrailing yieldYield$10k

DLS3.57%$357

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$299most kept, DLS

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, DLS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDDLSVIG

SCHD—0.0%14.5%

DLS0.0%—0.0%

VIG14.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

DLSWorst drop−11.0%14.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DLSSCHD

+7.5%Year to date+33.2%

3.6%Yield3.0%

+14.3%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026