DHS vs SCHD

ADHS

BSCHD

Measures won5–1DHS wins · of 6 · 5Y

$10,000 · 5Y$18,540DHS · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.14%DHS · $314 on $10k

Smallest drop−6.3%DHS · worst fall in 1Y

Held in common34.3%DHS and SCHD

DHS

SCHD

WisdomTree U.S. High Dividend Fund · $1.7BSchwab U.S. Dividend Equity ETF · $121B

+21.7%3 years · per year$18,047 · $17,908+21.4%

+13.1%5 years · per year$18,540 · $16,881+11.0%

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

3.14%12-mo yield$314 · $291 on $10k2.91%

−6.3%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.5%

5–1DHS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDHS · SCHD

4.8%MRK3.7%

3.3%TXN4.8%

3.9%MO3.0%

3.0%CVX4.2%

Held in common34.3%

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.14%	+1.8%	+21.9%	+28.1%	+21.7%	+13.1%	−6.3%	$1.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.14%	+1.8%	+21.9%	+28.1%	+21.7%	+13.1%	−6.3%	$1.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

DHS vs SCHD

DHS

WisdomTree U.S. High Dividend Fund

$18,540

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDHSSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield3.14%2.91%

5 years, per year+13.1%+11.0%

3 years, per year+21.7%+21.4%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.8%11.5%

5–1measures won
DHS first

34.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DHS, SCHD

Today

34.3%most shared, DHS and SCHD

DHSSCHD

DHS—34.3%

SCHD34.3%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DHS$314 − $38 = $276

KeptFee

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