DGRS vs SCHD

ADGRS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DGRS $13,999

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.5%DGRS and SCHD

DGRS

SCHD

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $393MSchwab U.S. Dividend Equity ETF · $120B

+15.7%3 years · per year$15,495 · $17,266+20.0%

+7.0%5 years · per year$13,999 · $16,267+10.2%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

2.06%12-mo yield$206 · $300 on $10k3.00%

−8.9%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRS · SCHD

1.4%FHI0.1%

1.4%KFY0.1%

1.8%IPAR0.1%

1.7%CNS0.0%

Held in common0.5%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADGRS	WisdomTree U.S. SmallCap Quality Dividend Growth FundRead Desk		0.38%	2.06%	−0.2%	+16.0%	+17.7%	+15.7%	+7.0%	−8.9%	$393M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADGRS	WisdomTree U.S. SmallCap Quality Dividend Growth FundRead Desk		0.38%	2.06%	−0.2%	+16.0%	+17.7%	+15.7%	+7.0%	−8.9%	$393M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DGRS vs SCHD

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

$13,999

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDGRSSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield2.06%3.00%

5 years, per year+7.0%+10.2%

3 years, per year+15.7%+20.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y15.3%11.7%

6–0measures won
SCHD first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DGRS, SCHD

Today

0.5%most shared, DGRS and SCHD

DGRSSCHD

DGRS—0.5%

SCHD0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRS$206 − $38 = $168

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee