DGRW vs SCHD

ADGRW

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,181DGRW · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common18.6%DGRW and SCHD

DGRW

SCHD

WisdomTree U.S. Quality Dividend Growth Fund · $16.9BSchwab U.S. Dividend Equity ETF · $121B

+18.6%3 years · per year$16,693 · $17,784+21.2%

+11.4%5 years · per year$17,181 · $16,352+10.3%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

1.24%12-mo yield$124 · $297 on $10k2.97%

−8.3%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDGRW · SCHD

3.2%KO4.2%

2.8%UNH3.9%

2.5%HD4.2%

1.9%CVX4.2%

Held in common18.6%

End-of-day Nov 3, 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	ADGRW	WisdomTree U.S. Quality Dividend Growth FundRead Desk	0.28%	1.24%	0.0%	+10.9%	+11.7%	+18.6%	+11.4%	−8.3%	$16.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	ADGRW	WisdomTree U.S. Quality Dividend Growth FundRead Desk	0.28%	1.24%	0.0%	+10.9%	+11.7%	+18.6%	+11.4%	−8.3%	$16.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

DGRW vs SCHD

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

$17,181

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDGRWSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.24%2.97%

5 years, per year+11.4%+10.3%

3 years, per year+18.6%+21.2%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y10.4%11.4%

4–2measures won
SCHD first

18.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DGRW, SCHD, VIG

Today

48.2%most shared, DGRW and VIG

DGRWSCHDVIG

DGRW—18.6%48.2%

SCHD18.6%—14.5%

VIG48.2%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

DGRW$124 − $28 = $96

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee