SCHD vs DES

ASCHD

BDES

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · DES $13,827

Lowest cost0.06%SCHD · $6 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common1.1%SCHD and DES

SCHD

DES

Schwab U.S. Dividend Equity ETF · $122BWisdomTree U.S. SmallCap Dividend Fund · $2.1B

+19.6%3 years · per year$17,123 · $15,261+15.1%

+10.5%5 years · per year$16,459 · $13,827+6.7%

0.06%Expense ratio$6 · $38 on $10k · lower wins0.38%

2.96%12-mo yield$296 · $229 on $10k2.29%

−6.9%Worst dropSmaller wins−8.7%

11.8%VolatilityLower wins14.7%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · DES

0.1%FHI0.6%

0.1%KFY0.5%

0.1%CVBF0.4%

0.1%IPAR0.7%

Held in common1.1%

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.29%	+2.3%	+19.8%	+23.9%	+15.1%	+6.7%	−8.7%	$2.1B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.29%	+2.3%	+19.8%	+23.9%	+15.1%	+6.7%	−8.7%	$2.1B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs DES

SCHD

Schwab U.S. Dividend Equity

$16,459

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,827

MeasureSCHDDES

Fee0.06%0.38%

Cost on $10k a year$6$38

Yield2.96%2.29%

5 years, per year+10.5%+6.7%

3 years, per year+19.6%+15.1%

Worst drop · 1Y−6.9%−8.7%

Volatility · 1Y11.8%14.7%

6–0measures won
SCHD first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NETL, DES, SCHD

Today

2.0%most shared, NETL and DES

NETLDESSCHD

NETL—2.0%0.0%

DES2.0%—1.1%

SCHD0.0%1.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SCHD$296 − $6 = $290

DES$229 − $38 = $191

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee