WTV vs SCHD

AWTV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,919WTV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common16.4%WTV and SCHD

WTV

SCHD

WisdomTree U.S. Value Fund · $3.3BSchwab U.S. Dividend Equity ETF · $123B

+24.0%3 years · per year$19,068 · $17,414+20.3%

+13.6%5 years · per year$18,919 · $16,375+10.4%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

2.00%12-mo yield$200 · $298 on $10k2.98%

−7.1%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTV · SCHD

2.5%CVX3.9%

1.8%MRK3.8%

1.9%TGT1.7%

1.4%MO3.0%

Held in common16.4%

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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.00%	−2.6%	+16.3%	+21.5%	+24.0%	+13.6%	−7.1%	$3.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.00%	−2.6%	+16.3%	+21.5%	+24.0%	+13.6%	−7.1%	$3.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

WTV vs SCHD

WTV

WisdomTree U.S. Value Fund

$18,919

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureWTVSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield2.00%2.98%

5 years, per year+13.6%+10.4%

3 years, per year+24.0%+20.3%

Worst drop · 1Y−7.1%−6.9%

Volatility · 1Y11.7%11.7%

3–2measures won
SCHD first

16.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WTV, SCHD

Today

16.4%most shared, WTV and SCHD

WTVSCHD

WTV—16.4%

SCHD16.4%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

WTV$200 − $12 = $188

KeptFee

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