Compare · 4 funds side by side · dividends reinvested

WDGF, SCHD, VIG and SOXX

WDGFWisdomTree×SCHDSchwab×VIGVanguard×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$28,442SOXX · best of the four

02 / 04

WDGF, SCHD, VIG and SOXX, 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%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.3

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−2.1%−0.5%[…][…]−21.1%23.6%$5M3.7

Rank among the four1st → 4thFee, 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: WDGF 2025 · SCHD 2011 · VIG 2006 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

WDGFMeasureSCHD

−2.1%Year to dateJan 1 → Nov 9+33.2%

−0.5%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.05%Trailing 12-mo yield$5 · $296 a year on $10k2.96%

−21.1%Worst dropSmaller is better−6.9%

23.6%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

WDGF vs SCHD: Top 5 Holdings

Today

WDGF

26.5%in top 5

SCHD

in top 521.4%

WDGFStockSCHD

5.6%LMTnot top 5

5.4%NOCnot top 5

5.3%GDnot top 5

5.1%PLTRnot top 5

5.1%RTXnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common3.0%

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

WDGF vs SCHD Returns, Every Period

WisdomTreeWDGF

−0.5%

past year

SCHDSchwab

+39.1%

past year

WDGFSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: WDGF vs SCHD

YTD

WisdomTreeWDGF

−2.1%

SCHDSchwab

+33.2%

−2.1%Year to date+33.2%

−21.1%Worst drop · 1Y−6.9%

23.6%Volatility · 1Y11.8%

0.1%Yield3.0%

$5.0MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: WDGF, SCHD, VIG, SOXX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SOXX0.33%$33

WDGF0.45%$45

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

Yields: WDGF, SCHD, VIG, SOXX

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

SOXX0.28%$28

WDGF0.05%$5

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SOXX$28 − $33 = −$5

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, SCHD, VIG, SOXX

Today

14.5%most shared, SCHD and VIG

WDGFSCHDVIGSOXX

WDGF—3.0%1.7%0.0%

SCHD3.0%—14.5%8.2%

VIG1.7%14.5%—10.3%

SOXX0.0%8.2%10.3%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

WDGFWorst drop−21.1%23.6% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

SCHDSOXX

+33.2%Year to date+46.5%

3.0%Yield0.3%

+39.1%Past year+48.5%

0.06%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$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