DEW vs SCHD

ADEW

BSCHD

Measures won5–1DEW wins · of 6 · 5Y

$10,000 · 5Y$18,087DEW · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income3.03%DEW · $303 on $10k

Smallest drop−6.3%DEW · worst fall in 1Y

Held in common17.3%DEW and SCHD

DEW

SCHD

WisdomTree Global High Dividend Fund · $170MSchwab U.S. Dividend Equity ETF · $121B

+23.3%3 years · per year$18,749 · $17,784+21.2%

+12.6%5 years · per year$18,087 · $16,352+10.3%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

3.03%12-mo yield$303 · $297 on $10k2.97%

−6.3%Worst dropSmaller wins−6.9%

9.7%VolatilityLower wins11.4%

5–1DEW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEW · SCHD

1.9%CVX4.2%

1.5%MO3.0%

1.5%VZ3.5%

1.4%HD4.2%

Held in common17.3%

End-of-day Nov 3, 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	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.03%	−0.8%	+20.1%	+25.6%	+23.3%	+12.6%	−6.3%	$170M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.03%	−0.8%	+20.1%	+25.6%	+23.3%	+12.6%	−6.3%	$170M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

DEW vs SCHD

DEW

WisdomTree Global High Dividend Fund

$18,087

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDEWSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield3.03%2.97%

5 years, per year+12.6%+10.3%

3 years, per year+23.3%+21.2%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y9.7%11.4%

4–1measures won
DEW first

17.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

Overlap: DEW, SCHD

Today

17.3%most shared, DEW and SCHD

DEWSCHD

DEW—17.3%

SCHD17.3%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DEW$303 − $58 = $245

KeptFee

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