Compare · 4 funds side by side · dividends reinvested

WISE, VIG, SMH and SCHD

WISEThemes×VIGVanguard×SMHVanEck×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

WISE, VIG, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.5

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.70%−27.7%−35.1%[…][…]−39.2%36.1%$22M3.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: WISE 2023 · VIG 2006 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $22M[…]

WISE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

WISEMeasureVIG

−27.7%Year to dateJan 1 → Nov 6+12.1%

−35.1%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

5.70%Trailing 12-mo yield$570 · $150 a year on $10k1.50%

−39.2%Worst dropSmaller is better−7.9%

36.1%VolatilityLower is calmer10.8%

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

1–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WISE vs VIG: Top 5 Holdings

Today

WISE

26.9%in top 5

VIG

in top 522.1%

WISEStockVIG

6.3%IIInot top 5

5.4%NVDAnot top 5

5.2%AInot top 5

5.0%SNOWnot top 5

5.0%AMDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common4.7%

End-of-day Nov 6, 2026 · share of each fund

WISE vs VIG Returns, Every Period

ThemesWISE

−35.1%

past year

VIGVanguard

+14.3%

past year

WISEVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WISE vs SCHD

YTD

ThemesWISE

−27.7%

SCHDSchwab

+31.4%

−27.7%Year to date+31.4%

−39.2%Worst drop · 1Y−6.9%

36.1%Volatility · 1Y11.7%

5.7%Yield3.0%

$21.6MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WISE, VIG, SMH, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WISE0.35%$35

SMH0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WISE, VIG, SMH, SCHD

5.70%highest, WISE

FundTrailing yieldYield$10k

WISE5.70%$570

SCHD3.00%$300

VIG1.50%$150

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$535most kept, WISE

WISE$570 − $35 = $535

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WISE, VIG, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

WISEVIGSMHSCHD

WISE—4.7%14.1%0.0%

VIG4.7%—10.3%14.5%

SMH14.1%10.3%—7.9%

SCHD0.0%14.5%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

WISEWorst drop−39.2%36.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WISESCHD

−27.7%Year to date+31.4%

5.7%Yield3.0%

−35.1%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026