DLS vs SCHD

ADLS

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DLS $13,598

Lowest cost0.06%SCHD · $6 on $10k

Most income3.65%DLS · $365 on $10k

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

Held in common0.0%DLS and SCHD

DLS

SCHD

WisdomTree International SmallCap Dividend Fund · $1.0BSchwab U.S. Dividend Equity ETF · $120B

+18.9%3 years · per year$16,824 · $17,266+20.0%

+6.3%5 years · per year$13,598 · $16,267+10.2%

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

3.65%12-mo yield$365 · $300 on $10k3.00%

−11.0%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLS · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DLS vs SCHD

DLS

WisdomTree International SmallCap Dividend Fund

$13,598

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDLSSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield3.65%3.00%

5 years, per year+6.3%+10.2%

3 years, per year+18.9%+20.0%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y14.3%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DLS, SCHD, IEMG

Today

0.0%most shared, DLS and SCHD

DLSSCHDIEMG

DLS—0.0%0.0%

SCHD0.0%—0.0%

IEMG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

SCHD$300 − $6 = $294

IEMG$249 − $9 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee