Compare · 4 funds side by side · dividends reinvested

WDGF, SCHD, VIG and VYM

WDGFWisdomTree×SCHDSchwab×VIGVanguard×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,305VYM · best of the four

02 / 04

WDGF, SCHD, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.4

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%+0.6%−1.9%[…][…]−19.9%22.6%$5M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WDGF 2025 · SCHD 2011 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

WDGFMeasureSCHD

+0.6%Year to dateJan 1 → Nov 3+32.8%

−1.9%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

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

0.05%Trailing 12-mo yield$5 · $297 a year on $10k2.97%

−19.9%Worst dropSmaller is better−6.9%

22.6%VolatilityLower is calmer11.4%

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

0–6SCHD wins

End-of-day Nov 3, 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

27.1%in top 5

SCHD

in top 521.4%

WDGFStockSCHD

5.9%LMTnot top 5

5.5%PLTRnot top 5

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common3.3%

End-of-day Nov 3, 2026 · share of each fund

WDGF vs SCHD Returns, Every Period

WisdomTreeWDGF

−1.9%

past year

SCHDSchwab

+37.6%

past year

WDGFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WDGF vs SCHD

YTD

WisdomTreeWDGF

+0.6%

SCHDSchwab

+32.8%

+0.6%Year to date+32.8%

−19.9%Worst drop · 1Y−6.9%

22.6%Volatility · 1Y11.4%

0.0%Yield3.0%

$5.4MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, SCHD, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SCHD0.06%$6

WDGF0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WDGF, SCHD, VIG, VYM

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VYM2.25%$225

VIG1.47%$147

WDGF0.05%$5

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

VIG$147 − $4 = $143

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WDGF, SCHD, VIG, VYM

Today

60.6%most shared, VIG and VYM

WDGFSCHDVIGVYM

WDGF—3.3%1.7%2.7%

SCHD3.3%—14.5%21.9%

VIG1.7%14.5%—60.6%

VYM2.7%21.9%60.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

VYMWorst drop−6.7%10.0% vol

SCHDWorst drop−6.9%11.4% vol

WDGFWorst drop−19.9%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+32.8%Year to date+15.8%

3.0%Yield2.3%

+37.6%Past year+19.0%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026