EES vs SCHD

AEES

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.0%EES and SCHD

EES

SCHD

WisdomTree U.S. SmallCap Fund · $688MSchwab U.S. Dividend Equity ETF · $120B

+18.0%3 years · per year$16,424 · $17,266+20.0%

+6.7%5 years · per year$13,838 · $16,267+10.2%

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

1.19%12-mo yield$119 · $300 on $10k3.00%

−8.0%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEES · SCHD

0.3%KFY0.1%

0.2%CVBF0.1%

0.3%IPAR0.1%

0.2%BANR0.1%

Held in common1.0%

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%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEES	WisdomTree U.S. SmallCap FundRead Desk	0.38%	1.19%	0.0%	+14.9%	+19.3%	+18.0%	+6.7%	−8.0%	$688M

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%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEES	WisdomTree U.S. SmallCap FundRead Desk	0.38%	1.19%	0.0%	+14.9%	+19.3%	+18.0%	+6.7%	−8.0%	$688M

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

EES vs SCHD

EES

WisdomTree U.S. SmallCap Fund

$13,838

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureEESSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.19%3.00%

5 years, per year+6.7%+10.2%

3 years, per year+18.0%+20.0%

Worst drop · 1Y−8.0%−6.9%

Volatility · 1Y15.4%11.7%

6–0measures won
SCHD first

1.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EES, SCHD, VUG

Today

1.0%most shared, EES and SCHD

EESSCHDVUG

EES—1.0%0.0%

SCHD1.0%—0.8%

VUG0.0%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EES$119 − $38 = $81

VUG$42 − $3 = $39

KeptFee

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