Compare · 3 funds side by side · dividends reinvested

SMLF, DON and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SMLF, DON and SCHD, 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%$120B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.1B2.4

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.4%+15.5%+15.5%+8.1%−9.1%12.3%$4.0B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMLF 2015 · DON 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,777

SMLF

DON

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,735

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

SMLFMeasureDON

+11.7%Year to dateJan 1 → Nov 5+12.4%

+14.6%1 yearTotal return+15.5%

+21.0%3 years · per year$10,000 became $17,700 · $15,425+15.5%

+9.5%5 years · per year$10,000 became $15,777 · $14,735+8.1%

0.15%Expense ratio$15 · $38 a year on $10k · lower is better0.38%

1.02%Trailing 12-mo yield$102 · $192 a year on $10k1.92%

−8.7%Worst dropSmaller is better−9.1%

17.4%VolatilityLower is calmer12.3%

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

4–4Level

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

More Ways to See the Pairs

SMLF vs DON: Top 5 Holdings

Today

SMLF

3.3%in top 5

DON

in top 57.3%

SMLFStockDON

not top 5BBY1.6%

not top 5APA1.5%

not top 5VTRS1.5%

not top 5DINO1.3%

not top 5HAS1.3%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%RSnot top 5

0.6%NVTnot top 5

Held in common24.0%

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

SMLF vs DON Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

DONWisdomTree

+8.1%

5 years, per year

SMLFDONFaded: behind in that period

2–2Level

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

Stocks vs Income: SMLF vs SCHD

YTD

iSharesSMLF

+11.7%

SCHDSchwab

+32.3%

+11.7%Year to date+32.3%

−8.7%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.7%

1.0%Yield3.0%

$4.1BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SMLF, DON, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMLF0.15%$15

DON0.38%$38

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

Yields: SMLF, DON, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DON1.92%$192

SMLF1.02%$102

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DON$192 − $38 = $154

SMLF$102 − $15 = $87

KeptFee

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

Overlap: SMLF, DON, SCHD

Today

24.0%most shared, SMLF and DON

SMLFDONSCHD

SMLF—24.0%2.6%

DON24.0%—4.3%

SCHD2.6%4.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.3% vol

SMLFWorst drop−8.7%17.4% vol

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

Paid More vs Made More

YTD

SCHDDON

+32.3%Year to date+12.4%

3.0%Yield1.9%

+38.7%Past year+15.5%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026