DGS vs SCHD

ADGS

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DGS $13,795

Lowest cost0.06%SCHD · $6 on $10k

Most income4.02%DGS · $402 on $10k

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

Held in common0.0%DGS and SCHD

DGS

SCHD

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6BSchwab U.S. Dividend Equity ETF · $123B

+14.1%3 years · per year$14,861 · $17,908+21.4%

+6.6%5 years · per year$13,795 · $16,881+11.0%

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

4.02%12-mo yield$402 · $291 on $10k2.91%

−10.5%Worst dropSmaller wins−6.9%

18.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGS · 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

Both

5Y2 funds

#			Trend
1	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
2	ADGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk		0.58%	4.02%	+1.9%	+6.5%	+7.9%	+14.1%	+6.6%	−10.5%	$1.6B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ADGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk		0.58%	4.02%	+1.9%	+6.5%	+7.9%	+14.1%	+6.6%	−10.5%	$1.6B

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

DGS vs SCHD

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

$13,795

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDGSSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield4.02%2.91%

5 years, per year+6.6%+11.0%

3 years, per year+14.1%+21.4%

Worst drop · 1Y−10.5%−6.9%

Volatility · 1Y18.2%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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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

Overlap: DGS, SCHD

Today

0.0%most shared, DGS and SCHD

DGSSCHD

DGS—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

SCHD$291 − $6 = $285

KeptFee

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