WTV vs SCHD5YWTVWTVAvsBSCHDSCHDWisdomTree U.S. Value Fund · $3.3BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+23.1%3 years · per year$18,639 · $17,374+20.2%+13.4%5 years · per year$18,720 · $16,418+10.4%Cost and income0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%1.98%12-mo yield$198 · $292 on $10k
Overlap: WTV, SCHD, VUGToday16.1%most shared, WTV and SCHDWTVSCHDVUGWTV—16.1%5.9%SCHD16.1%—0.8%VUG5.9%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WTV vs SCHD5YAWTVWisdomTree U.S. Value Fund$18,720vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AWTVWisdomTree U.S. Value FundReadDesk0.12%1.98%+0.3%+17.4%+20.3%+23.1%+13.4%−7.1%$3.3B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-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▲▼1AWTVWisdomTree U.S. Value FundReadDesk0.12%1.98%+0.3%+17.4%+20.3%+23.1%+13.4%−7.1%$3.3B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-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: WTV, SCHD, VUGToday16.1%most shared, WTV and SCHDWTVSCHDVUGWTV—16.1%5.9%SCHD16.1%—0.8%VUG5.9%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286WTV$198 − $12 = $186VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee