Compare · 3 funds side by side · dividends reinvested

SCHD, WCMI and VT

SCHDSchwab×WCMIFirst Trust×VTVanguard×

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 VT, 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

Vanguard Total World Stock ETFInternational · Global0.06%1.53%+12.8%+14.0%+22.8%+10.4%−9.7%14.1%$81.8B1.8

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 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total World Stock ETF · $81.8B$16,384

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

VTMeasureSCHD

+12.8%Year to dateJan 1 → Nov 4+35.3%

+14.0%1 yearTotal return+41.6%

+22.8%3 years · per year$10,000 became $18,538 · $17,908+21.4%

+10.4%5 years · per year$10,000 became $16,384 · $16,881+11.0%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.53%Trailing 12-mo yield$153 · $291 a year on $10k2.91%

−9.7%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

VT vs SCHD: Top 5 Holdings

Today

15.6%in top 5

SCHD

in top 521.6%

VTStockSCHD

not top 5TXN4.8%

4.5%NVDAnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%AAPLnot top 5

3.2%MSFTnot top 5

2.0%AMZNnot top 5

1.7%GOOGLnot top 5

Held in common4.3%

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

VT vs SCHD Returns, Every Period

VanguardVT

+10.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

VTSCHDFaded: behind in that period

1–3SCHD wins

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

International vs Income: VT vs SCHD

YTD

VanguardVT

+12.8%

SCHDSchwab

+35.3%

+12.8%Year to date+35.3%

−9.7%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.5%

1.5%Yield2.9%

$81.8BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, WCMI, VT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VT0.06%$6

WCMI0.85%$85

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

Yields: SCHD, WCMI, VT

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VT1.53%$153

WCMI0.56%$56

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VT$153 − $6 = $147

WCMI$56 − $85 = −$29

KeptFee

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

Overlap: SCHD, WCMI, VT

Today

4.3%most shared, SCHD and VT

SCHDWCMIVT

SCHD—0.0%4.3%

WCMI0.0%—3.5%

VT4.3%3.5%—

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

VTWorst drop−9.7%14.1% 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

SCHDVT

+35.3%Year to date+12.8%

2.9%Yield1.5%

+41.6%Past year+14.0%

0.06%Fee0.06%

3–0SCHD 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

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

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 4, 2026