SCHD vs DLS

ASCHD

BDLS

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DLS $13,598

Lowest cost0.06%SCHD · $6 on $10k

Most income3.65%DLS · $365 on $10k

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

Held in common0.0%SCHD and DLS

SCHD

DLS

Schwab U.S. Dividend Equity ETF · $120BWisdomTree International SmallCap Dividend Fund · $1.0B

+20.0%3 years · per year$17,266 · $16,824+18.9%

+10.2%5 years · per year$16,267 · $13,598+6.3%

0.06%Expense ratio$6 · $58 on $10k · lower wins0.58%

3.00%12-mo yield$300 · $365 on $10k3.65%

−6.9%Worst dropSmaller wins−11.0%

11.7%VolatilityLower wins14.3%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · DLS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BDLS	WisdomTree International SmallCap Dividend FundRead Desk		0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BDLS	WisdomTree International SmallCap Dividend FundRead Desk		0.58%	3.65%	−0.8%	+5.3%	+11.6%	+18.9%	+6.3%	−11.0%	$1.0B

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

SCHD vs DLS

SCHD

Schwab U.S. Dividend Equity

$16,267

DLS

WisdomTree International SmallCap Dividend Fund

$13,598

MeasureSCHDDLS

Fee0.06%0.58%

Cost on $10k a year$6$58

Yield3.00%3.65%

5 years, per year+10.2%+6.3%

3 years, per year+20.0%+18.9%

Worst drop · 1Y−6.9%−11.0%

Volatility · 1Y11.7%14.3%

5–1measures won
SCHD first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, DLS

Today

0.0%most shared, SCHD and DLS

SCHDDLS

SCHD—0.0%

DLS0.0%—

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

SCHD$300 − $6 = $294

KeptFee

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