DLS vs DDLS

ADLS

BDDLS

Measures won2–4DDLS wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · DDLS $15,397

Lowest cost0.06%SCHD · $6 on $10k

Most income3.57%DLS · $357 on $10k

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

Held in common97.1%DLS and DDLS

DLS

DDLS

WisdomTree International SmallCap Dividend Fund · $1.0BWisdomTree Dynamic International SmallCap Equity ETF · $403M

+18.9%3 years · per year$16,797 · $16,350+17.8%

+6.6%5 years · per year$13,740 · $15,397+9.0%

0.58%Expense ratio$58 · $48 on $10k · lower wins0.48%

3.57%12-mo yield$357 · $339 on $10k3.39%

−11.0%Worst dropSmaller wins−10.7%

14.4%VolatilityLower wins13.7%

2–4DDLS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDLS · DDLS

0.5%DOFG.OL0.5%

0.5%NOS.LS0.5%

0.4%SOLB.BR0.4%

0.4%2510.HK0.4%

Held in common97.1%

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 Four

5Y4 funds

#
1	SCHD	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
2	BDDLS	WisdomTree Dynamic International SmallCap Equity ETFRead Desk	0.48%	3.39%	+2.0%	+6.0%	+12.1%	+17.8%	+9.0%	−10.7%	$403M
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B

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

All Four

5Y4 funds

#
1	SCHD	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
2	BDDLS	WisdomTree Dynamic International SmallCap Equity ETFRead Desk	0.48%	3.39%	+2.0%	+6.0%	+12.1%	+17.8%	+9.0%	−10.7%	$403M
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$187.1B
4	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B

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

DLS vs DDLS

DLS

WisdomTree International SmallCap Dividend Fund

$13,740

DDLS

WisdomTree Dynamic International SmallCap Equity

$15,397

MeasureDLSDDLS

Fee0.58%0.48%

Cost on $10k a year$58$48

Yield3.57%3.39%

5 years, per year+6.6%+9.0%

3 years, per year+18.9%+17.8%

Worst drop · 1Y−11.0%−10.7%

Volatility · 1Y14.4%13.7%

4–2measures won
DDLS first

97.1%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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: DLS, DDLS, IEFA, SCHD

Today

97.1%most shared, DLS and DDLS

DLSDDLSIEFASCHD

DLS—97.1%3.2%0.0%

DDLS97.1%—3.2%0.0%

IEFA3.2%3.2%—0.0%

SCHD0.0%0.0%0.0%—

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

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

DLS$357 − $58 = $299

DDLS$339 − $48 = $291

SCHD$296 − $6 = $290

KeptFee

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