Compare · 2 funds side by side · dividends reinvested

DON and IJH

DONWisdomTree×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,777DON · best of the two

02 / 04

DON and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

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: DON 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777

DON

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

DONMeasureIJH

+12.3%Year to dateJan 1 → Nov 6+9.5%

+14.7%1 yearTotal return+12.9%

+15.3%3 years · per year$10,000 became $15,309 · $15,806+16.5%

+8.1%5 years · per year$10,000 became $14,777 · $13,830+6.7%

0.38%Expense ratio$38 · $5 a year on $10k · lower is better0.05%

1.92%Trailing 12-mo yield$192 · $126 a year on $10k1.26%

−9.1%Worst dropSmaller is better−8.8%

12.3%VolatilityLower is calmer15.5%

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

5–3DON wins

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

More Ways to See the Pairs

DON vs IJH: Top 5 Holdings

Today

DON

7.3%in top 5

IJH

in top 53.5%

DONStockIJH

1.6%BBYnot top 5

1.5%APAnot top 5

1.5%VTRSnot top 5

1.3%DINOnot top 5

1.3%HASnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common39.3%

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

DON vs IJH Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

IJHiShares

+6.7%

5 years, per year

DONIJHFaded: behind in that period

3–1DON wins

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

Income vs Stocks: DON vs IJH

YTD

WisdomTreeDON

+12.3%

IJHiShares

+9.5%

+12.3%Year to date+9.5%

−9.1%Worst drop · 1Y−8.8%

12.3%Volatility · 1Y15.5%

1.9%Yield1.3%

$4.0BAssets$121B

3–1DON wins

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

Cost, Income and Risk

Fees: DON, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DON0.38%$38

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

Yields: DON, IJH

1.92%highest, DON

FundTrailing yieldYield$10k

DON1.92%$192

IJH1.26%$126

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IJH$126 − $5 = $121

KeptFee

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

Overlap: DON, IJH

Today

39.3%most shared, DON and IJH

DONIJH

DON—39.3%

IJH39.3%—

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

Return vs Bumpiness: 2 ETFs

+14.7%DON, at 12.3% volatility

DONWorst drop−9.1%12.3% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

DONIJH

+12.3%Year to date+9.5%

1.9%Yield1.3%

+14.7%Past year+12.9%

0.38%Fee0.05%

3–1DON wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026