Income586 funds · $1.00T
Top YTD · 20 of 586YTD
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WEPNSCHDVOO
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WEPN is #548 of 586 this yearShow all 586

SCHD vs WEPN

YTD
SCHDSchwabWEPNNicholasx
Year to date
Level
Past year
Level
Fee
SCHD winslower fee
Yield
WEPN wins+7.3 pts
AUM
SCHD27686.4× more
1–1level
SCHD and WEPN · year-to-date · as of Nov 8, 2026 · AUM not scored
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WEPN vs S&P 500

MAX$35.32 · +1.7% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−20%0%−22.1%S&P 500 +9.0%Mar 3, 2026Nov 6, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+1.7%−14.2%−22.3%————−22.1%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Nicholasx WEPN and Vanguard VOO · total return, dividends in · as of Nov 8, 2026
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WEPN’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−0.7%+31.4%+37.0%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.4%+12.1%+14.3%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.5%+12.8%+16.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−0.6%+16.6%+20.3%$44.7B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−0.1%+9.6%+12.9%$37.9B
6WEPNNicholas Defense and Rare Earth Income ETFThis fund1.11%10.3%+1.7%newnew$4.3M
#379 cheapest of 404 · sorted by assetsOpen the Income table →
WEPN and its peer group · total return · as of Nov 9, 2026
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Cards for This View

WEPN’s Top 10 Holdings

Today

WEPN reports no holdings we can show: […]

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WEPN vs Peer Average

YTD
WEPNAvsBPeer average
1D+1.7%−0.1%
1M−14.2%−0.8%
3M−22.3%−2.9%
YTD[…]+8.4%
1Y[…]+11.3%
3Y[…]+57.1%
5Y[…]+48.7%
1–2Peer average wins
403 Dividend stocks peers · each row scaled to its leader
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SCHD vs WEPN

YTD
SCHDSchwabWEPNNicholasx
Year to date
Level
Past year
Level
Fee
SCHD winslower fee
Yield
WEPN wins+7.3 pts
AUM
SCHD27686.4× more
1–1level
SCHD and WEPN · year-to-date · as of Nov 8, 2026 · AUM not scored
@TheETFTracker·theetftracker.com