WLTG vs SCHD5YWLTGWLTGAvsBSCHDSCHDWealthTrust DBS Long Term Growth ETF · $77MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+22.2%3 years · per year$18,265 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.77%Expense ratio$77 · $6 on $10k · lower wins0.06%4.10%12-mo yield$410 · $292 on $10k
Overlap: WLTG, SCHD, VUGToday20.2%most shared, WLTG and VUGWLTGSCHDVUGWLTG—2.6%20.2%SCHD2.6%—0.8%VUG20.2%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WLTG vs SCHD5YAWLTGWealthTrust DBS Long Term Growth[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureWLTGSCHDFee0.77%0.06%Cost on $10k a year$77$6Yield4.10%2.92%5 years, per year[…]+10.4%3 years, per year+22.2%+20.2%Worst drop · 1Y−9.6%−6.9%Volatility · 1Y14.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AWLTGWealthTrust DBS Long Term Growth ETFReadDesk0.77%4.10%−0.5%+7.9%+9.5%+22.2%new−9.6%$77MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AWLTGWealthTrust DBS Long Term Growth ETFReadDesk0.77%4.10%−0.5%+7.9%+9.5%+22.2%new−9.6%$77MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: WLTG, SCHD, VUGToday20.2%most shared, WLTG and VUGWLTGSCHDVUGWLTG—2.6%20.2%SCHD2.6%—0.8%VUG20.2%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$333most kept, WLTGWLTG$410 − $77 = $333SCHD$292 − $6 = $286VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee