WDGF vs SCHD

AWDGF

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common3.3%WDGF and SCHD

WDGF

SCHD

WisdomTree Global Defense Fund · $5MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.05%12-mo yield$5 · $297 on $10k2.97%

−19.9%Worst dropSmaller wins−6.9%

22.6%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDGF · SCHD

5.9%LMT3.1%

0.5%BAH0.2%

Held in common3.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.1%	+0.6%	−1.9%	new	new	−19.9%	$5M

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

All Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.1%	+0.6%	−1.9%	new	new	−19.9%	$5M

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

Cards for this view

WDGF vs SCHD

WDGF

WisdomTree Global Defense Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureWDGFSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.05%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−19.9%−6.9%

Volatility · 1Y22.6%11.4%

4–0measures won
SCHD first

3.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: WDGF, SCHD, VIG, SOXX

Today

14.5%most shared, SCHD and VIG

WDGFSCHDVIGSOXX

WDGF—3.3%1.7%0.0%

SCHD3.3%—14.5%8.3%

VIG1.7%14.5%—10.3%

SOXX0.0%8.3%10.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

SOXX$27 − $33 = −$6

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee