Compare · 2 funds side by side · dividends reinvested

DES and VGT

DESWisdomTree×VGTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,466VGT · best of the two

02 / 04

DES and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.4%+21.8%+15.7%+6.7%−8.7%14.6%$2.1B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DES 2006 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,859

DES

VGT

Vanguard Information Technology ETF · $155B$20,466

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

DESMeasureVGT

+17.4%Year to dateJan 1 → Nov 5+14.0%

+21.8%1 yearTotal return+11.1%

+15.7%3 years · per year$10,000 became $15,487 · $21,348+28.8%

+6.7%5 years · per year$10,000 became $13,859 · $20,466+15.4%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

2.34%Trailing 12-mo yield$234 · $44 a year on $10k0.44%

−8.7%Worst dropSmaller is better−17.5%

14.6%VolatilityLower is calmer26.5%

DESVGT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DES wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DES vs VGT: Top 5 Holdings

Today

DES

5.5%in top 5

VGT

in top 553.2%

DESStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

not top 5MU4.5%

not top 5AVGO4.1%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

DES vs VGT Returns, Every Period

WisdomTreeDES

+6.7%

5 years, per year

VGTVanguard

+15.4%

5 years, per year

DESVGTFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Sector: DES vs VGT

YTD

WisdomTreeDES

+17.4%

VGTVanguard

+14.0%

+17.4%Year to date+14.0%

−8.7%Worst drop · 1Y−17.5%

14.6%Volatility · 1Y26.5%

2.3%Yield0.4%

$2.1BAssets$155B

4–0DES wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DES, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

DES0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DES, VGT

2.34%highest, DES

FundTrailing yieldYield$10k

DES2.34%$234

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, DES

DES$234 − $38 = $196

VGT$44 − $9 = $35

KeptFee

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

Overlap: DES, VGT

Today

0.6%most shared, DES and VGT

DESVGT

DES—0.6%

VGT0.6%—

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

Return vs Bumpiness: 2 ETFs

+21.8%DES, at 14.6% volatility

DESWorst drop−8.7%14.6% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DESVGT

+17.4%Year to date+14.0%

2.3%Yield0.4%

+21.8%Past year+11.1%

0.38%Fee0.09%

3–1DES wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

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