DFE vs DLS

ADFE

BDLS

Measures won1–4DLS wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DLS $14,081

Lowest cost0.06%SCHD · $6 on $10k

Most income3.96%DFE · $396 on $10k

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

Held in common32.6%DFE and DLS

DFE

DLS

WisdomTree Europe SmallCap Dividend Fund · $161MWisdomTree International SmallCap Dividend Fund · $1.0B

+20.4%3 years · per year$17,437 · $17,659+20.9%

+5.3%5 years · per year$12,944 · $14,081+7.1%

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

3.96%12-mo yield$396 · $353 on $10k3.53%

−11.4%Worst dropSmaller wins−11.0%

15.3%VolatilityLower wins14.0%

1–4DLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFE · DLS

1.5%ODL.OL0.4%

1.0%PROX.BR0.4%

1.0%HMSO.L0.3%

1.0%DNO.OL0.3%

Held in common32.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B
3	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B
3	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFE vs DLS

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,944

DLS

WisdomTree International SmallCap Dividend Fund

$14,081

MeasureDFEDLS

Fee0.58%0.58%

Cost on $10k a year$58$58

Yield3.96%3.53%

5 years, per year+5.3%+7.1%

3 years, per year+20.4%+20.9%

Worst drop · 1Y−11.4%−11.0%

Volatility · 1Y15.3%14.0%

4–1measures won
DLS first

32.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFE, DLS, SCHD

Today

32.6%most shared, DFE and DLS

DFEDLSSCHD

DFE—32.6%0.0%

DLS32.6%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$338most kept, DFE

DFE$396 − $58 = $338

DLS$353 − $58 = $295

SCHD$291 − $6 = $285

KeptFee

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