DOL vs SCHD

ADOL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,343DOL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%DOL and SCHD

DOL

SCHD

WisdomTree True Developed International Fund · $829MSchwab U.S. Dividend Equity ETF · $121B

+22.5%3 years · per year$18,401 · $17,908+21.4%

+12.9%5 years · per year$18,343 · $16,881+11.0%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

2.49%12-mo yield$249 · $291 on $10k2.91%

−11.3%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDOL · SCHD

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

Held in common0.0%

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	ADOL	WisdomTree True Developed International FundRead Desk		0.48%	2.49%	+2.3%	+16.1%	+22.2%	+22.5%	+12.9%	−11.3%	$829M
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%	$121.5B

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	ADOL	WisdomTree True Developed International FundRead Desk		0.48%	2.49%	+2.3%	+16.1%	+22.2%	+22.5%	+12.9%	−11.3%	$829M
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%	$121.5B

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

DOL vs SCHD

DOL

WisdomTree True Developed International Fund

$18,343

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDOLSCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield2.49%2.91%

5 years, per year+12.9%+11.0%

3 years, per year+22.5%+21.4%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y16.2%11.5%

4–2measures won
SCHD first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DOL, SCHD

Today

0.0%most shared, DOL and SCHD

DOLSCHD

DOL—0.0%

SCHD0.0%—

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

DOL$249 − $48 = $201

KeptFee

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