DON vs SCHD

ADON

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · DON $15,346

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common4.3%DON and SCHD

DON

SCHD

WisdomTree U.S. MidCap Dividend Fund · $4.0BSchwab U.S. Dividend Equity ETF · $121B

+16.6%3 years · per year$15,858 · $17,784+21.2%

+8.2%5 years · per year$14,804 · $16,352+10.3%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

1.90%12-mo yield$190 · $297 on $10k2.97%

−9.1%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · SCHD

1.6%BBY0.4%

0.8%SNA0.4%

0.6%EWBC0.4%

1.3%DINO0.4%

Held in common4.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.90%	−0.4%	+13.7%	+16.3%	+16.6%	+8.2%	−9.1%	$4.0B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.90%	−0.4%	+13.7%	+16.3%	+16.6%	+8.2%	−9.1%	$4.0B

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

DON vs SCHD

DON

WisdomTree U.S. MidCap Dividend Fund

$14,804

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDONSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.90%2.97%

5 years, per year+8.2%+10.3%

3 years, per year+16.6%+21.2%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y12.0%11.4%

6–0measures won
SCHD first

4.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: DON, SCHD

Today

4.3%most shared, DON and SCHD

DONSCHD

DON—4.3%

SCHD4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DON$190 − $38 = $152

KeptFee

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