Compare · 3 funds side by side · dividends reinvested

SCHD, WCMI and IEFA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

SCHD, WCMI and IEFA, 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

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.34%+11.9%+15.8%+20.6%+8.8%−11.5%16.0%$193B1.9

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.1%+10.8%[…][…]−12.5%20.5%$2.1B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · WCMI 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM International Equity ETF · $2.1B[…]

WCMI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

WCMIMeasureSCHD

+9.1%Year to dateJan 1 → Nov 4+35.3%

+10.8%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.56%Trailing 12-mo yield$56 · $291 a year on $10k2.91%

−12.5%Worst dropSmaller is better−6.9%

20.5%VolatilityLower is calmer11.5%

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

0–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCMI vs SCHD: Top 5 Holdings

Today

WCMI

22.3%in top 5

SCHD

in top 521.6%

WCMIStockSCHD

6.9%2330.TWnot top 5

not top 5TXN4.8%

4.5%CSU.TOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.9%BAB.Lnot top 5

3.6%NBISnot top 5

3.3%TSCO.Lnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

WCMI vs SCHD Returns, Every Period

First TrustWCMI

+10.8%

past year

SCHDSchwab

+41.6%

past year

WCMISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WCMI vs IEFA

YTD

First TrustWCMI

+9.1%

IEFAiShares

+11.9%

+9.1%Year to date+11.9%

−12.5%Worst drop · 1Y−11.5%

20.5%Volatility · 1Y16.0%

0.6%Yield3.3%

$2.1BAssets$193B

4–0IEFA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCMI, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

WCMI0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, WCMI, IEFA

3.34%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.34%$334

SCHD2.91%$291

WCMI0.56%$56

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

SCHD$291 − $6 = $285

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCMI, IEFA

Today

4.1%most shared, WCMI and IEFA

SCHDWCMIIEFA

SCHD—0.0%0.0%

WCMI0.0%—4.1%

IEFA0.0%4.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IEFAWorst drop−11.5%16.0% vol

WCMIWorst drop−12.5%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IEFASCHD

+11.9%Year to date+35.3%

3.3%Yield2.9%

+15.8%Past year+41.6%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 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 4, 2026