Compare · 4 funds side by side · dividends reinvested

WISE, SCHD, SMH and VYM

WISEThemes×SCHDSchwab×SMHVanEck×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

WISE, SCHD, SMH and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.47%−24.6%−29.5%[…][…]−39.2%36.2%$20M3.2

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: WISE 2023 · SCHD 2011 · SMH 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $20M[…]

WISE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

WISEMeasureSCHD

−24.6%Year to dateJan 1 → Nov 9+33.2%

−29.5%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%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

5.47%Trailing 12-mo yield$547 · $296 a year on $10k2.96%

−39.2%Worst dropSmaller is better−6.9%

36.2%VolatilityLower is calmer11.8%

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

1–5SCHD wins

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

More Ways to See the Pairs

WISE vs SCHD: Top 5 Holdings

Today

WISE

27.3%in top 5

SCHD

in top 521.4%

WISEStockSCHD

6.3%IIInot top 5

5.4%NVDAnot top 5

5.3%AInot top 5

5.1%AMDnot top 5

5.1%SNOWnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

WISE vs SCHD Returns, Every Period

ThemesWISE

−29.5%

past year

SCHDSchwab

+39.1%

past year

WISESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: WISE vs SCHD

YTD

ThemesWISE

−24.6%

SCHDSchwab

+33.2%

−24.6%Year to date+33.2%

−39.2%Worst drop · 1Y−6.9%

36.2%Volatility · 1Y11.8%

5.5%Yield3.0%

$20.2MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: WISE, SCHD, SMH, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

WISE0.35%$35

SMH0.35%$35

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

Yields: WISE, SCHD, SMH, VYM

5.47%highest, WISE

FundTrailing yieldYield$10k

WISE5.47%$547

SCHD2.96%$296

VYM2.26%$226

SMH0.23%$23

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

Income After Fees on $10,000

$512most kept, WISE

WISE$547 − $35 = $512

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

KeptFee

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

Overlap: WISE, SCHD, SMH, VYM

Today

21.9%most shared, SCHD and VYM

WISESCHDSMHVYM

WISE—0.0%14.1%4.9%

SCHD0.0%—8.2%21.9%

SMH14.1%8.2%—8.9%

VYM4.9%21.9%8.9%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

WISEWorst drop−39.2%36.2% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

WISESMH

−24.6%Year to date+35.3%

5.5%Yield0.2%

−29.5%Past year+39.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

$39.1BAssets$60.7B

2–0SOXX 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