Compare · 2 funds side by side · dividends reinvested

WSGE and SCHD

WSGEWarren×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 03

WSGE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Warren Street Global Equity ETFInternational · Global0.80%0.24%+13.5%[…][…][…][…][…]$62M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: WSGE 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Warren Street Global Equity ETF · $62M[…]

WSGE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

WSGEMeasureSCHD

+13.5%Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.24%Trailing 12-mo yield$24 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–3SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WSGE vs SCHD: Top 5 Holdings

Today

WSGE

53.0%in top 5

SCHD

in top 521.6%

WSGEStockSCHD

19.8%GLOFnot top 5

10.4%JQUAnot top 5

9.3%VOOnot top 5

7.9%ACWXnot top 5

5.6%IVVnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

WSGE vs SCHD Returns, Every Period

WarrenWSGE

[…]

past year

SCHDSchwab

+41.6%

past year

WSGESCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: WSGE vs SCHD

YTD

WarrenWSGE

+13.5%

SCHDSchwab

+35.3%

+13.5%Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

0.2%Yield2.9%

$62.0MAssets$123B

2–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WSGE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WSGE0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WSGE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

WSGE0.24%$24

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

WSGE$24 − $80 = −$56

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WSGE, SCHD

Today

0.3%most shared, WSGE and SCHD

WSGESCHD

WSGE—0.3%

SCHD0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

WSGEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDWSGE

+35.3%Year to date+13.5%

2.9%Yield0.2%

+41.6%Past year[…]

0.06%Fee0.80%

3–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026