Compare · 3 funds side by side · dividends reinvested

WLTG, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

WLTG, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.9

WealthTrust DBS Long Term Growth ETFUS Stock Styles · Growth0.77%4.09%+8.2%+10.5%+24.1%[…]−9.6%13.6%$76M2.4

Rank among the three1st → 3rdFee, 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: WLTG 2021 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WealthTrust DBS Long Term Growth ETF · $76M[…]

WLTG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

WLTGMeasureSCHD

+8.2%Year to dateJan 1 → Nov 3+32.8%

+10.5%1 yearTotal return+37.6%

+24.1%3 years · per year$10,000 became $19,132 · $17,784+21.2%

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

0.77%Expense ratio$77 · $6 a year on $10k · lower is better0.06%

4.09%Trailing 12-mo yield$409 · $297 a year on $10k2.97%

−9.6%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.4%

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

2–5SCHD wins

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

More Ways to See the Pairs

WLTG vs SCHD: Top 5 Holdings

Today

WLTG

30.0%in top 5

SCHD

in top 521.4%

WLTGStockSCHD

11.4%BILSnot top 5

5.1%VOnot top 5

4.9%IWBnot top 5

not top 5TXN4.6%

4.3%LLYnot top 5

not top 5PG4.3%

4.2%QQQnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common2.7%

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

WLTG vs SCHD Returns, Every Period

WealthTrustWLTG

+10.5%

past year

SCHDSchwab

+37.6%

past year

WLTGSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: WLTG vs SCHD

YTD

WealthTrustWLTG

+8.2%

SCHDSchwab

+32.8%

+8.2%Year to date+32.8%

−9.6%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.4%

4.1%Yield3.0%

$75.8MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: WLTG, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WLTG0.77%$77

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

Yields: WLTG, SCHD, VIG

4.09%highest, WLTG

FundTrailing yieldYield$10k

WLTG4.09%$409

SCHD2.97%$297

VIG1.47%$147

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

Income After Fees on $10,000

$332most kept, WLTG

WLTG$409 − $77 = $332

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

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

Overlap: WLTG, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

WLTGSCHDVIG

WLTG—2.7%11.9%

SCHD2.7%—14.5%

VIG11.9%14.5%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

WLTGWorst drop−9.6%13.6% vol

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

Paid More vs Made More

YTD

WLTGSCHD

+8.2%Year to date+32.8%

4.1%Yield3.0%

+10.5%Past year+37.6%

0.77%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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