SCHD vs DES

ASCHD

BDES

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · DES $13,859

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.0%SCHD and DES

SCHD

DES

Schwab U.S. Dividend Equity ETF · $123BWisdomTree U.S. SmallCap Dividend Fund · $2.1B

+20.3%3 years · per year$17,414 · $15,487+15.7%

+10.4%5 years · per year$16,375 · $13,859+6.7%

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

2.98%12-mo yield$298 · $234 on $10k2.34%

−6.9%Worst dropSmaller wins−8.7%

11.7%VolatilityLower wins14.6%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DES

0.1%FHI0.5%

0.1%KFY0.5%

0.1%CVBF0.4%

0.1%BANR0.2%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B

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

SCHD vs DES

SCHD

Schwab U.S. Dividend Equity

$16,375

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,859

MeasureSCHDDES

Fee0.06%0.38%

Cost on $10k a year$6$38

Yield2.98%2.34%

5 years, per year+10.4%+6.7%

3 years, per year+20.3%+15.7%

Worst drop · 1Y−6.9%−8.7%

Volatility · 1Y11.7%14.6%

6–0measures won
SCHD first

1.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, DES

Today

1.0%most shared, SCHD and DES

SCHDDES

SCHD—1.0%

DES1.0%—

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

DES$234 − $38 = $196

KeptFee

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