EES vs SCHD5YEESEESAvsBSCHDSCHDWisdomTree U.S. SmallCap Fund · $684MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+17.6%3 years · per year$16,283 · $17,374+20.2%+5.8%5 years · per year$13,262 · $16,418+10.4%Cost and income0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%1.16%12-mo yield$116 · $292 on $10k
Overlap: EES, SCHD, VTVToday17.9%most shared, SCHD and VTVEESSCHDVTVEES—1.0%0.0%SCHD1.0%—17.9%VTV0.0%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
EES vs SCHD5YAEESWisdomTree U.S. SmallCap Fund$13,263vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AEESWisdomTree U.S. SmallCap FundReadDesk0.38%1.16%+0.2%+17.2%+20.4%+17.6%+5.8%−8.0%$684MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AEESWisdomTree U.S. SmallCap FundReadDesk0.38%1.16%+0.2%+17.2%+20.4%+17.6%+5.8%−8.0%$684MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: EES, SCHD, VTVToday17.9%most shared, SCHD and VTVEESSCHDVTVEES—1.0%0.0%SCHD1.0%—17.9%VTV0.0%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VTV$181 − $3 = $178EES$116 − $38 = $78KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee