DFE vs SCHD

ADFE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SCHD $16,881

Lowest cost0.03%VOO · $3 on $10k

Most income3.96%DFE · $396 on $10k

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

Held in common0.0%DFE and SCHD

DFE

SCHD

WisdomTree Europe SmallCap Dividend Fund · $161MSchwab U.S. Dividend Equity ETF · $123B

+20.4%3 years · per year$17,437 · $17,908+21.4%

+5.3%5 years · per year$12,944 · $16,881+11.0%

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

3.96%12-mo yield$396 · $291 on $10k2.91%

−11.4%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFE · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	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
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	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
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 SCHD

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,944

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDFESCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield3.96%2.91%

5 years, per year+5.3%+11.0%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y15.3%11.5%

5–1measures won
SCHD first

0.0%

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: DFE, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

DFESCHDVOO

DFE—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

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

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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