DFE vs DLS

ADFE

BDLS

Measures won1–4DLS wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income3.98%DFE · $398 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common33.3%DFE and DLS

DFE

DLS

WisdomTree Europe SmallCap Dividend Fund · $160MWisdomTree International SmallCap Dividend Fund · $1.0B

+18.6%3 years · per year$16,689 · $16,797+18.9%

+4.9%5 years · per year$12,698 · $13,740+6.6%

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

3.98%12-mo yield$398 · $357 on $10k3.57%

−11.4%Worst dropSmaller wins−11.0%

15.6%VolatilityLower wins14.4%

1–4DLS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFE · DLS

1.0%PROX.BR0.4%

1.3%ODL.OL0.4%

1.0%HMSO.L0.3%

1.0%DNLM.L0.3%

Held in common33.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B
4	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.98%	+2.5%	+8.7%	+17.1%	+18.6%	+4.9%	−11.4%	$160M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B
4	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.98%	+2.5%	+8.7%	+17.1%	+18.6%	+4.9%	−11.4%	$160M

End-of-day Nov 9, 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

$12,698

DLS

WisdomTree International SmallCap Dividend Fund

$13,740

MeasureDFEDLS

Fee0.58%0.58%

Cost on $10k a year$58$58

Yield3.98%3.57%

5 years, per year+4.9%+6.6%

3 years, per year+18.6%+18.9%

Worst drop · 1Y−11.4%−11.0%

Volatility · 1Y15.6%14.4%

4–1measures won
DLS first

33.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFE, DLS, SCHD, VYM

Today

33.3%most shared, DFE and DLS

DFEDLSSCHDVYM

DFE—33.3%0.0%0.0%

DLS33.3%—0.0%0.0%

SCHD0.0%0.0%—21.9%

VYM0.0%0.0%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, DFE

DFE$398 − $58 = $340

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee