Compare · 3 funds side by side · dividends reinvested

DON, IWF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

DON, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.4%+15.5%+15.5%+8.1%−9.1%12.3%$4.0B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DON 2006 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,735

DON

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DONMeasureIWF

+12.4%Year to dateJan 1 → Nov 5−6.5%

+15.5%1 yearTotal return−7.6%

+15.5%3 years · per year$10,000 became $15,425 · $17,073+19.5%

+8.1%5 years · per year$10,000 became $14,735 · $15,330+8.9%

0.38%Expense ratio$38 · $18 a year on $10k · lower is better0.18%

1.92%Trailing 12-mo yield$192 · $39 a year on $10k0.39%

−9.1%Worst dropSmaller is better−14.6%

12.3%VolatilityLower is calmer19.3%

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

5–3DON wins

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

More Ways to See the Pairs

DON vs IWF: Top 5 Holdings

Today

DON

7.3%in top 5

IWF

in top 539.6%

DONStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

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

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

DON vs IWF Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

IWFiShares

+8.9%

5 years, per year

DONIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DON vs SCHD

YTD

WisdomTreeDON

+12.4%

SCHDSchwab

+32.3%

+12.4%Year to date+32.3%

−9.1%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.7%

1.9%Yield3.0%

$4.0BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

DON0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DON, IWF, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DON1.92%$192

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DON$192 − $38 = $154

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DON, IWF, SCHD

Today

4.3%most shared, DON and SCHD

DONIWFSCHD

DON—0.4%4.3%

IWF0.4%—3.6%

SCHD4.3%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.3% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDON

+32.3%Year to date+12.4%

3.0%Yield1.9%

+38.7%Past year+15.5%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026