DGS vs SCHD

ADGS

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

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 · $120B

+13.2%3 years · per year$14,511 · $17,123+19.6%

+6.8%5 years · per year$13,897 · $16,459+10.5%

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

4.02%12-mo yield$402 · $296 on $10k2.96%

−11.6%Worst dropSmaller wins−6.9%

18.6%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDGS · SCHD

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

Held in common0.0%

End-of-day Nov 9, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.02%	+2.2%	+6.3%	+8.5%	+13.2%	+6.8%	−11.6%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ADGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.02%	+2.2%	+6.3%	+8.5%	+13.2%	+6.8%	−11.6%	$1.6B

End-of-day Nov 9, 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

$13,897

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureDGSSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield4.02%2.96%

5 years, per year+6.8%+10.5%

3 years, per year+13.2%+19.6%

Worst drop · 1Y−11.6%−6.9%

Volatility · 1Y18.6%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DGS, SCHD, SMH

Today

8.2%most shared, SCHD and SMH

DGSSCHDSMH

DGS—0.0%0.0%

SCHD0.0%—8.2%

SMH0.0%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$344most kept, DGS

DGS$402 − $58 = $344

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee