DFJ vs SCHD

ADFJ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%DFJ and SCHD

DFJ

SCHD

WisdomTree Japan SmallCap Dividend Fund · $435MSchwab U.S. Dividend Equity ETF · $123B

+18.5%3 years · per year$16,653 · $17,414+20.3%

+10.1%5 years · per year$16,163 · $16,375+10.4%

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

2.60%12-mo yield$260 · $298 on $10k2.98%

−13.0%Worst dropSmaller wins−6.9%

18.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFJ · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.60%	−4.2%	+11.9%	+18.9%	+18.5%	+10.1%	−13.0%	$435M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.60%	−4.2%	+11.9%	+18.9%	+18.5%	+10.1%	−13.0%	$435M

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

Cards for this view

DFJ vs SCHD

DFJ

WisdomTree Japan SmallCap Dividend Fund

$16,163

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDFJSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield2.60%2.98%

5 years, per year+10.1%+10.4%

3 years, per year+18.5%+20.3%

Worst drop · 1Y−13.0%−6.9%

Volatility · 1Y18.0%11.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: DFJ, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

DFJSCHDVOO

DFJ—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DFJ$260 − $58 = $202

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee