Compare · 3 funds side by side · dividends reinvested

SDIV, DLS and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SDIV, DLS and SCHD, 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%$122B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.57%+7.5%+14.3%+18.9%+6.6%−11.0%14.4%$1.0B2.1

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.00%−0.0%+3.1%+12.8%−0.5%−11.8%13.4%$1.1B2.5

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: SDIV 2011 · DLS 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

DLS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

DLSMeasureSCHD

+7.5%Year to dateJan 1 → Nov 9+33.2%

+14.3%1 yearTotal return+39.1%

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

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

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

3.57%Trailing 12-mo yield$357 · $296 a year on $10k2.96%

−11.0%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

More Ways to See the Pairs

DLS vs SCHD: Top 5 Holdings

Today

DLS

2.3%in top 5

SCHD

in top 521.4%

DLSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.5%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%SOLB.BRnot top 5

0.4%2510.HKnot top 5

0.4%ITV.Lnot top 5

Held in common0.0%

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

DLS vs SCHD Returns, Every Period

WisdomTreeDLS

+6.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

DLSSCHDFaded: behind in that period

0–4SCHD wins

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

DLS vs SDIV

YTD

WisdomTreeDLS

+7.5%

SDIVGlobal X

−0.0%

+7.5%Year to date−0.0%

−11.0%Worst drop · 1Y−11.8%

14.4%Volatility · 1Y13.4%

3.6%Yield10.0%

$1.0BAssets$1.1B

2–2level

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

Cost, Income and Risk

Fees: SDIV, DLS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDIV0.58%$58

DLS0.58%$58

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

Yields: SDIV, DLS, SCHD

10.00%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.00%$1,000

DLS3.57%$357

SCHD2.96%$296

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

Income After Fees on $10,000

$942most kept, SDIV

SDIV$1,000 − $58 = $942

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

KeptFee

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

Overlap: SDIV, DLS, SCHD

Today

0.8%most shared, SDIV and DLS

SDIVDLSSCHD

SDIV—0.8%0.2%

DLS0.8%—0.0%

SCHD0.2%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

SCHDWorst drop−6.9%11.8% vol

SDIVWorst drop−11.8%13.4% 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

SDIVSCHD

−0.0%Year to date+33.2%

10.0%Yield3.0%

+3.1%Past year+39.1%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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