DWM vs SCHD

ADWM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · DWM $16,205

Lowest cost0.03%VEA · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%DWM and SCHD

DWM

SCHD

WisdomTree International Equity Fund · $653MSchwab U.S. Dividend Equity ETF · $123B

+19.6%3 years · per year$17,101 · $17,414+20.3%

+10.1%5 years · per year$16,205 · $16,375+10.4%

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

2.74%12-mo yield$274 · $298 on $10k2.98%

−10.9%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDWM · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$653M
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$653M
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B

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

Cards for this view

DWM vs SCHD

DWM

WisdomTree International Equity Fund

$16,205

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDWMSCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield2.74%2.98%

5 years, per year+10.1%+10.4%

3 years, per year+19.6%+20.3%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y15.1%11.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DWM, SCHD, VEA

Today

50.3%most shared, DWM and VEA

DWMSCHDVEA

DWM—0.0%50.3%

SCHD0.0%—0.0%

VEA50.3%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VEA$250 − $3 = $247

DWM$274 − $48 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee