Compare · 2 funds side by side · dividends reinvested

DLN and VYM

DLNWisdomTree×VYMVanguard×

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 VYM, 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%$6.4B1.4

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DLN 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

DLN

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 61.1% in common

DLNMeasureVYM

+17.4%Year to dateJan 1 → Nov 4+17.2%

+20.2%1 yearTotal return+21.2%

+22.0%3 years · per year$10,000 became $18,151 · $17,970+21.6%

+12.7%5 years · per year$10,000 became $18,210 · $17,742+12.2%

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

1.71%Trailing 12-mo yield$171 · $222 a year on $10k2.22%

−6.1%Worst dropSmaller is better−6.7%

9.0%VolatilityLower is calmer10.1%

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

5–3DLN 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 VYM: Top 5 Holdings

Today

DLN

16.2%in top 5

VYM

in top 518.2%

DLNStockVYM

not top 5AVGO6.9%

4.9%MSFTnot top 5

2.8%JPM3.8%

3.5%NVDAnot top 5

2.4%XOM2.8%

not top 5JNJ2.7%

2.5%AAPLnot top 5

not top 5ABBV2.0%

Held in common61.1%

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

DLN vs VYM Returns, Every Period

WisdomTreeDLN

+12.7%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

DLNVYMFaded: behind in that period

3–1DLN wins

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

DLN vs VYM

YTD

WisdomTreeDLN

+17.4%

VYMVanguard

+17.2%

+17.4%Year to date+17.2%

−6.1%Worst drop · 1Y−6.7%

9.0%Volatility · 1Y10.1%

1.7%Yield2.2%

$6.4BAssets$78.9B

3–1DLN wins

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

Cost, Income and Risk

Fees: DLN, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DLN0.28%$28

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

Yields: DLN, VYM

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

DLN1.71%$171

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

DLN$171 − $28 = $143

KeptFee

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

Overlap: DLN, VYM

Today

61.1%most shared, DLN and VYM

DLNVYM

DLN—61.1%

VYM61.1%—

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

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

DLNWorst drop−6.1%9.0% vol

VYMWorst drop−6.7%10.1% vol

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

Paid More vs Made More

YTD

VYMDLN

+17.2%Year to date+17.4%

2.2%Yield1.7%

+21.2%Past year+20.2%

0.04%Fee0.28%

3–1VYM 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026