WISE vs SCHD

AWISE

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income5.47%WISE · $547 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%WISE and SCHD

WISE

SCHD

Themes Generative Artificial Intelligence ETF · $20MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

5.47%12-mo yield$547 · $296 on $10k2.96%

−39.2%Worst dropSmaller wins−6.9%

36.2%VolatilityLower wins11.8%

1–3SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWISE · SCHD

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

Held in common0.0%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

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

WISE vs SCHD

WISE

Themes Generative Artificial Intelligence

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureWISESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield5.47%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−39.2%−6.9%

Volatility · 1Y36.2%11.8%

3–1measures won
SCHD first

0.0%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX 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

Overlap: WISE, SCHD, SMH, VYM

Today

21.9%most shared, SCHD and VYM

WISESCHDSMHVYM

WISE—0.0%14.1%4.9%

SCHD0.0%—8.2%21.9%

SMH14.1%8.2%—8.9%

VYM4.9%21.9%8.9%—

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

Income After Fees on $10,000

$512most kept, WISE

WISE$547 − $35 = $512

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

KeptFee

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