WLDR vs SCHD

AWLDR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,784WLDR · SCHD $16,459

Lowest cost0.03%VEA · $3 on $10k

Most income7.48%WLDR · $748 on $10k

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

Held in common11.2%WLDR and SCHD

WLDR

SCHD

Affinity World Leaders Equity ETF · $136MSchwab U.S. Dividend Equity ETF · $120B

+30.3%3 years · per year$22,127 · $17,123+19.6%

+16.8%5 years · per year$21,784 · $16,459+10.5%

1.05%Expense ratio$105 · $6 on $10k · lower wins0.06%

7.48%12-mo yield$748 · $296 on $10k2.96%

−12.4%Worst dropSmaller wins−6.9%

18.9%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWLDR · SCHD

3.6%VZ3.6%

1.7%TGT1.7%

1.6%BMY3.0%

1.3%LMT2.8%

Held in common11.2%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.48%	+2.3%	+23.5%	+31.2%	+30.3%	+16.8%	−12.4%	$136M
2	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
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.48%	+2.3%	+23.5%	+31.2%	+30.3%	+16.8%	−12.4%	$136M
2	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
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B

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

WLDR vs SCHD

WLDR

Affinity World Leaders Equity

$21,784

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureWLDRSCHD

Fee1.05%0.06%

Cost on $10k a year$105$6

Yield7.48%2.96%

5 years, per year+16.8%+10.5%

3 years, per year+30.3%+19.6%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y18.9%11.8%

3–3measures won
level

11.2%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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: WLDR, SCHD, VEA

Today

11.2%most shared, WLDR and SCHD

WLDRSCHDVEA

WLDR—11.2%7.3%

SCHD11.2%—0.0%

VEA7.3%0.0%—

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

Income After Fees on $10,000

$643most kept, WLDR

WLDR$748 − $105 = $643

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

KeptFee

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