WLTG vs SCHD

AWLTG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.23%WLTG · $423 on $10k

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

Held in common2.6%WLTG and SCHD

WLTG

SCHD

WealthTrust DBS Long Term Growth ETF · $77MSchwab U.S. Dividend Equity ETF · $120B

+22.4%3 years · per year$18,323 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.77%Expense ratio$77 · $6 on $10k · lower wins0.06%

4.23%12-mo yield$423 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLTG · SCHD

1.5%BMY3.1%

2.4%DVN1.1%

Held in common2.6%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.23%	−3.1%	+4.8%	+8.1%	+22.4%	new	−9.6%	$77M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.23%	−3.1%	+4.8%	+8.1%	+22.4%	new	−9.6%	$77M

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

WLTG vs SCHD

WLTG

WealthTrust DBS Long Term Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureWLTGSCHD

Fee0.77%0.06%

Cost on $10k a year$77$6

Yield4.23%2.98%

5 years, per year[…]+10.4%

3 years, per year+22.4%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y13.9%11.7%

3–2measures won
SCHD first

2.6%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WLTG, SCHD

Today

2.6%most shared, WLTG and SCHD

WLTGSCHD

WLTG—2.6%

SCHD2.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, WLTG

WLTG$423 − $77 = $346

SCHD$298 − $6 = $292

KeptFee

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