DIM vs SCHD

ADIM

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · DIM $15,180

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%DIM and SCHD

WisdomTree International MidCap Dividend Fund · $158MSchwab U.S. Dividend Equity ETF · $124B

+20.2%3 years · per year$17,358 · $17,374+20.2%

+8.7%5 years · per year$15,180 · $16,418+10.4%

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

3.04%12-mo yield$304 · $292 on $10k

Cards for this view

DIM

WisdomTree International MidCap Dividend Fund

$15,180

SCHD

Schwab U.S. Dividend Equity

$16,418

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	ADIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.04%	+0.5%	+10.9%	+14.2%	+20.2%	+8.7%	−10.6%	$158M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	ADIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.04%	+0.5%	+10.9%	+14.2%	+20.2%	+8.7%	−10.6%	$158M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B

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