Compare · 2 funds side by side · dividends reinvested

DES and VIG

DESWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

DES and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.26%+21.3%+24.9%+17.1%+7.8%−8.7%14.3%$2.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DES 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$14,530

DES

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DESMeasureVIG

+21.3%Year to dateJan 1 → Nov 4+16.4%

+24.9%1 yearTotal return+18.9%

+17.1%3 years · per year$10,000 became $16,076 · $17,533+20.6%

+7.8%5 years · per year$10,000 became $14,530 · $17,005+11.2%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

2.26%Trailing 12-mo yield$226 · $144 a year on $10k1.44%

−8.7%Worst dropSmaller is better−7.9%

14.3%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DES vs VIG: Top 5 Holdings

Today

DES

5.5%in top 5

VIG

in top 522.1%

DESStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common0.7%

End-of-day Nov 4, 2026 · share of each fund

DES vs VIG Returns, Every Period

WisdomTreeDES

+7.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DESVIGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DES vs VIG

YTD

WisdomTreeDES

+21.3%

VIGVanguard

+16.4%

+21.3%Year to date+16.4%

−8.7%Worst drop · 1Y−7.9%

14.3%Volatility · 1Y10.2%

2.3%Yield1.4%

$2.1BAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DES, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DES0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DES, VIG

2.26%highest, DES

FundTrailing yieldYield$10k

DES2.26%$226

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, DES

DES$226 − $38 = $188

VIG$144 − $4 = $140

KeptFee

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

Overlap: DES, VIG

Today

0.7%most shared, DES and VIG

DESVIG

DES—0.7%

VIG0.7%—

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

Return vs Bumpiness: 2 ETFs

+24.9%DES, at 14.3% volatility

VIGWorst drop−7.9%10.2% vol

DESWorst drop−8.7%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DESVIG

+21.3%Year to date+16.4%

2.3%Yield1.4%

+24.9%Past year+18.9%

0.38%Fee0.04%

3–1DES wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026