Compare · 2 funds side by side · dividends reinvested

DLN and VIG

DLNWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,210DLN · best of the two

02 / 04

DLN and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.71%+17.4%+20.2%+22.0%+12.7%−6.1%9.0%$6.4B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

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: DLN 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$18,210

DLN

VIG

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

$10,000 five years ago, dividends reinvested · they hold 55.0% in common

DLNMeasureVIG

+17.4%Year to dateJan 1 → Nov 4+16.4%

+20.2%1 yearTotal return+18.9%

+22.0%3 years · per year$10,000 became $18,151 · $17,533+20.6%

+12.7%5 years · per year$10,000 became $18,210 · $17,005+11.2%

0.28%Expense ratio$28 · $4 a year on $10k · lower is better0.04%

1.71%Trailing 12-mo yield$171 · $144 a year on $10k1.44%

−6.1%Worst dropSmaller is better−7.9%

9.0%VolatilityLower is calmer10.2%

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

7–1DLN wins

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

More Ways to See the Pairs

DLN vs VIG: Top 5 Holdings

Today

DLN

16.2%in top 5

VIG

in top 522.1%

DLNStockVIG

4.9%MSFT4.9%

2.5%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.8%JPM3.9%

3.5%NVDAnot top 5

2.4%XOMnot top 5

Held in common55.0%

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

DLN vs VIG Returns, Every Period

WisdomTreeDLN

+12.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DLNVIGFaded: behind in that period

4–0DLN wins

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

DLN vs VIG

YTD

WisdomTreeDLN

+17.4%

VIGVanguard

+16.4%

+17.4%Year to date+16.4%

−6.1%Worst drop · 1Y−7.9%

9.0%Volatility · 1Y10.2%

1.7%Yield1.4%

$6.4BAssets$109B

4–0DLN wins

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

Cost, Income and Risk

Fees: DLN, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DLN0.28%$28

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

Yields: DLN, VIG

1.71%highest, DLN

FundTrailing yieldYield$10k

DLN1.71%$171

VIG1.44%$144

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

Income After Fees on $10,000

$143most kept, DLN

DLN$171 − $28 = $143

VIG$144 − $4 = $140

KeptFee

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

Overlap: DLN, VIG

Today

55.0%most shared, DLN and VIG

DLNVIG

DLN—55.0%

VIG55.0%—

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

Return vs Bumpiness: 2 ETFs

+20.2%DLN, at 9.0% volatility

DLNWorst drop−6.1%9.0% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

DLNVIG

+17.4%Year to date+16.4%

1.7%Yield1.4%

+20.2%Past year+18.9%

0.28%Fee0.04%

3–1DLN 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