EPS vs SCHD5YEPSEPSAvsBSCHDSCHDWisdomTree U.S. LargeCap Fund · $1.6BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+21.5%3 years · per year$17,938 · $17,234+19.9%+11.8%5 years · per year$17,484 · $16,418+10.4%Cost and income0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%1.13%12-mo yield$113 · $293 on $10k
Overlap: EPS, SCHD, IWFToday46.1%most shared, EPS and IWFEPSSCHDIWFEPS—10.7%46.1%SCHD10.7%—3.7%IWF46.1%3.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
EPS vs SCHD5YAEPSWisdomTree U.S. LargeCap Fund$17,484vsSCHDBSchwab 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▲▼1AEPSWisdomTree U.S. LargeCap FundReadDesk0.08%1.13%+1.2%+13.0%+14.1%+21.5%+11.8%−8.4%$1.6B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 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▲▼1AEPSWisdomTree U.S. LargeCap FundReadDesk0.08%1.13%+1.2%+13.0%+14.1%+21.5%+11.8%−8.4%$1.6B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: EPS, SCHD, IWFToday46.1%most shared, EPS and IWFEPSSCHDIWFEPS—10.7%46.1%SCHD10.7%—3.7%IWF46.1%3.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287EPS$113 − $8 = $105IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee