Compare · 2 funds side by side · dividends reinvested

WLDR and SCHD

WLDRSimplify×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,662WLDR · best of the two

02 / 04

WLDR 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%$123B1.4

Affinity World Leaders Equity ETFInternational · Global1.05%7.59%+21.8%+28.0%+31.0%+16.7%−11.6%18.8%$143M1.6

Rank among the two1st → 2ndFee, 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: WLDR 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Affinity World Leaders Equity ETF · $143M$21,662

WLDR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

WLDRMeasureSCHD

+21.8%Year to dateJan 1 → Nov 5+32.3%

+28.0%1 yearTotal return+38.7%

+31.0%3 years · per year$10,000 became $22,478 · $17,414+20.3%

+16.7%5 years · per year$10,000 became $21,662 · $16,375+10.4%

1.05%Expense ratio$105 · $6 a year on $10k · lower is better0.06%

7.59%Trailing 12-mo yield$759 · $298 a year on $10k2.98%

−11.6%Worst dropSmaller is better−6.9%

18.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

WLDR vs SCHD: Top 5 Holdings

Today

WLDR

16.0%in top 5

SCHD

in top 521.7%

WLDRStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.5%VZnot top 5

3.4%OMCnot top 5

3.1%MUnot top 5

3.1%Tnot top 5

2.9%HPQnot top 5

Held in common11.0%

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

WLDR vs SCHD Returns, Every Period

SimplifyWLDR

+16.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WLDRSCHDFaded: behind in that period

2–2Level

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

International vs Income: WLDR vs SCHD

YTD

SimplifyWLDR

+21.8%

SCHDSchwab

+32.3%

+21.8%Year to date+32.3%

−11.6%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.7%

7.6%Yield3.0%

$143MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: WLDR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WLDR1.05%$105

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

Yields: WLDR, SCHD

7.59%highest, WLDR

FundTrailing yieldYield$10k

WLDR7.59%$759

SCHD2.98%$298

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

Income After Fees on $10,000

$654most kept, WLDR

WLDR$759 − $105 = $654

SCHD$298 − $6 = $292

KeptFee

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

Overlap: WLDR, SCHD

Today

11.0%most shared, WLDR and SCHD

WLDRSCHD

WLDR—11.0%

SCHD11.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

WLDRWorst drop−11.6%18.8% vol

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

Paid More vs Made More

YTD

WLDRSCHD

+21.8%Year to date+32.3%

7.6%Yield3.0%

+28.0%Past year+38.7%

1.05%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026