Compare · 2 funds side by side · dividends reinvested

DES and VNQ

DESWisdomTree×VNQVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,832DES · best of the two

02 / 04

DES and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.2%+20.1%+15.4%+6.7%−8.7%14.6%$2.1B1.4

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DES 2006 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,832

DES

VNQ

Vanguard Real Estate ETF · $35.9B$10,664

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

DESMeasureVNQ

+17.2%Year to dateJan 1 → Nov 6+11.2%

+20.1%1 yearTotal return+11.3%

+15.4%3 years · per year$10,000 became $15,359 · $14,676+13.6%

+6.7%5 years · per year$10,000 became $13,832 · $10,664+1.3%

0.38%Expense ratio$38 · $13 a year on $10k · lower is better0.13%

2.34%Trailing 12-mo yield$234 · $356 a year on $10k3.56%

−8.7%Worst dropSmaller is better−11.4%

14.6%VolatilityLower is calmer14.2%

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

5–3DES wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DES vs VNQ: Top 5 Holdings

Today

DES

5.5%in top 5

VNQ

in top 534.7%

DESStockVNQ

not top 5WELL10.7%

not top 5PLD8.0%

not top 5EQIX6.6%

not top 5AMT5.1%

not top 5SPG4.3%

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 common5.6%

End-of-day Nov 6, 2026 · share of each fund

DES vs VNQ Returns, Every Period

WisdomTreeDES

+6.7%

5 years, per year

VNQVanguard

+1.3%

5 years, per year

DESVNQFaded: behind in that period

4–0DES wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Sector: DES vs VNQ

YTD

WisdomTreeDES

+17.2%

VNQVanguard

+11.2%

+17.2%Year to date+11.2%

−8.7%Worst drop · 1Y−11.4%

14.6%Volatility · 1Y14.2%

2.3%Yield3.6%

$2.1BAssets$35.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DES, VNQ

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

DES0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DES, VNQ

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

DES2.34%$234

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

DES$234 − $38 = $196

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DES, VNQ

Today

5.6%most shared, DES and VNQ

DESVNQ

DES—5.6%

VNQ5.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.1%DES, at 14.6% volatility

VNQWorst drop−11.4%14.2% vol

DESWorst drop−8.7%14.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VNQDES

+11.2%Year to date+17.2%

3.6%Yield2.3%

+11.3%Past year+20.1%

0.13%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026