DLS vs DFE

ADLS

BDFE

Measures won4–1DLS wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income3.98%DFE · $398 on $10k

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

Held in common33.3%DLS and DFE

DLS

DFE

WisdomTree International SmallCap Dividend Fund · $1.0BWisdomTree Europe SmallCap Dividend Fund · $160M

+18.9%3 years · per year$16,797 · $16,689+18.6%

+6.6%5 years · per year$13,740 · $12,698+4.9%

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

3.57%12-mo yield$357 · $398 on $10k3.98%

−11.0%Worst dropSmaller wins−11.4%

14.4%VolatilityLower wins15.6%

4–1DLS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDLS · DFE

0.4%PROX.BR1.0%

0.4%ODL.OL1.3%

0.3%HMSO.L1.0%

0.3%DNLM.L1.0%

Held in common33.3%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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
3	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
4	BDFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.98%	+2.5%	+8.7%	+17.1%	+18.6%	+4.9%	−11.4%	$160M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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
3	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
4	BDFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	3.98%	+2.5%	+8.7%	+17.1%	+18.6%	+4.9%	−11.4%	$160M

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 DFE

DLS

WisdomTree International SmallCap Dividend Fund

$13,740

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,698

MeasureDLSDFE

Fee0.58%0.58%

Cost on $10k a year$58$58

Yield3.57%3.98%

5 years, per year+6.6%+4.9%

3 years, per year+18.9%+18.6%

Worst drop · 1Y−11.0%−11.4%

Volatility · 1Y14.4%15.6%

4–1measures won
DLS first

33.3%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DLS, DFE, VIG, SCHD

Today

33.3%most shared, DLS and DFE

DLSDFEVIGSCHD

DLS—33.3%0.0%0.0%

DFE33.3%—0.0%0.0%

VIG0.0%0.0%—14.5%

SCHD0.0%0.0%14.5%—

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

Income After Fees on $10,000

$340most kept, DFE

DFE$398 − $58 = $340

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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