WTRE vs SCHD

AWTRE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · WTRE $9,608

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%WTRE and SCHD

WTRE

SCHD

WisdomTree New Economy Real Estate Fund · $14MSchwab U.S. Dividend Equity ETF · $123B

+16.6%3 years · per year$15,870 · $17,908+21.4%

−0.8%5 years · per year$9,608 · $16,881+11.0%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

2.64%12-mo yield$264 · $291 on $10k2.91%

−20.6%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · SCHD

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTRE vs SCHD

WTRE

WisdomTree New Economy Real Estate Fund

$9,608

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureWTRESCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield2.64%2.91%

5 years, per year−0.8%+11.0%

3 years, per year+16.6%+21.4%

Worst drop · 1Y−20.6%−6.9%

Volatility · 1Y21.3%11.5%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WTRE, SCHD

Today

0.0%most shared, WTRE and SCHD

WTRESCHD

WTRE—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

WTRE$264 − $58 = $206

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee