WTMU vs SCHD

AWTMU

BSCHD

Measures won3–1WTMU wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · SGOV $12,092

Lowest cost0.06%SCHD · $6 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]WTMU and SCHD

WTMU

SCHD

WisdomTree Core Laddered Municipal Fund · $9MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

3.22%12-mo yield$322 · $294 on $10k2.94%

−6.5%Worst dropSmaller wins−6.9%

3.2%VolatilityLower wins11.8%

3–1WTMU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWTMU · SCHD

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

Held in common[…]

End-of-day Nov 10, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AWTMU	WisdomTree Core Laddered Municipal FundRead Desk	0.25%	3.22%	−0.2%	+0.2%	+0.8%	new	new	−6.5%	$9M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AWTMU	WisdomTree Core Laddered Municipal FundRead Desk	0.25%	3.22%	−0.2%	+0.2%	+0.8%	new	new	−6.5%	$9M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTMU vs SCHD

WTMU

WisdomTree Core Laddered Municipal Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureWTMUSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield3.22%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y3.2%11.8%

3–1measures won
WTMU first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: WTMU, SCHD, SGOV

Today

[…]holdings […]

WTMUSCHDSGOV

WTMU—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

WTMU$322 − $25 = $297

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee