CWI vs SCHD5YCWICWIAvsBSCHDSCHDState Street SPDR MSCI ACWI ex-US ETF · $2.8BSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in+19.3%3 years · per year$16,960 · $17,062+19.5%+8.7%5 years · per year$15,160 · $16,428+10.4%Cost and income0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%2.78%12-mo yield$278 · $294 on $10k
Overlap: CWI, SCHD, VTToday24.9%most shared, CWI and VTCWISCHDVTCWI—0.0%24.9%SCHD0.0%—4.3%VT24.9%4.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CWI vs SCHD5YACWISPDR MSCI ACWI ex-US$15,160vsSCHDBSchwab U.S. Dividend Equity$16,428$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2VTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B3ACWIState Street SPDR MSCI ACWI ex-US ETFReadDesk0.30%2.78%−0.7%+10.6%+14.5%+19.3%+8.7%−11.5%$2.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2VTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B3ACWIState Street SPDR MSCI ACWI ex-US ETFReadDesk0.30%2.78%−0.7%+10.6%+14.5%+19.3%+8.7%−11.5%$2.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: CWI, SCHD, VTToday24.9%most shared, CWI and VTCWISCHDVTCWI—0.0%24.9%SCHD0.0%—4.3%VT24.9%4.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288CWI$278 − $30 = $248VT$156 − $6 = $150KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee