DLN vs SCHD

ADLN

BSCHD

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$18,210DLN · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.1%DLN · worst fall in 1Y

Held in common20.8%DLN and SCHD

DLN

SCHD

WisdomTree U.S. LargeCap Dividend Fund · $6.4BSchwab U.S. Dividend Equity ETF · $123B

+22.0%3 years · per year$18,151 · $17,908+21.4%

+12.7%5 years · per year$18,210 · $16,881+11.0%

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

1.71%12-mo yield$171 · $291 on $10k2.91%

−6.1%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins11.5%

4–2DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · SCHD

2.0%CVX4.2%

1.6%MRK3.7%

1.5%KO4.2%

1.4%PG4.3%

Held in common20.8%

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
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%	$122.9B

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
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%	$122.9B

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

DLN vs SCHD

DLN

WisdomTree U.S. LargeCap Dividend Fund

$18,210

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDLNSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.71%2.91%

5 years, per year+12.7%+11.0%

3 years, per year+22.0%+21.4%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y9.0%11.5%

4–2measures won
DLN first

20.8%

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: DLN, SCHD

Today

20.8%most shared, DLN and SCHD

DLNSCHD

DLN—20.8%

SCHD20.8%—

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

DLN$171 − $28 = $143

KeptFee

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