DES vs SCHD

ADES

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DES $13,832

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.1%DES and SCHD

DES

SCHD

WisdomTree U.S. SmallCap Dividend Fund · $2.1BSchwab U.S. Dividend Equity ETF · $120B

+15.4%3 years · per year$15,359 · $17,266+20.0%

+6.7%5 years · per year$13,832 · $16,267+10.2%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

2.34%12-mo yield$234 · $300 on $10k3.00%

−8.7%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDES · SCHD

0.5%FHI0.1%

0.5%KFY0.1%

0.4%CVBF0.1%

0.6%IPAR0.1%

Held in common1.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ADES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DES vs SCHD

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,832

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDESSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield2.34%3.00%

5 years, per year+6.7%+10.2%

3 years, per year+15.4%+20.0%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y14.6%11.7%

6–0measures won
SCHD first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DES, SCHD

Today

1.1%most shared, DES and SCHD

DESSCHD

DES—1.1%

SCHD1.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DES$234 − $38 = $196

KeptFee

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