Compare · 4 funds side by side · dividends reinvested

DON, SMLF, IWF and SCHD

DONWisdomTree×SMLFiShares×IWFiShares×SCHDSchwab×

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

02 / 04

DON, SMLF, 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%$123B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.3B2.4

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.4%+15.5%+15.5%+8.1%−9.1%12.3%$4.0B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.6

Rank among the four1st → 4thFee, 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 · SMLF 2015 · 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

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,777

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

DONMeasureSMLF

+12.4%Year to dateJan 1 → Nov 5+11.7%

+15.5%1 yearTotal return+14.6%

+15.5%3 years · per year$10,000 became $15,425 · $17,700+21.0%

+8.1%5 years · per year$10,000 became $14,735 · $15,777+9.5%

0.38%Expense ratio$38 · $15 a year on $10k · lower is better0.15%

1.92%Trailing 12-mo yield$192 · $102 a year on $10k1.02%

−9.1%Worst dropSmaller is better−8.7%

12.3%VolatilityLower is calmer17.4%

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

4–4Level

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 SMLF: Top 5 Holdings

Today

DON

7.3%in top 5

SMLF

in top 53.3%

DONStockSMLF

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 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5RS0.6%

not top 5NVT0.6%

Held in common24.0%

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

DON vs SMLF Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

DONSMLFFaded: 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, SMLF, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMLF0.15%$15

IWF0.18%$18

DON0.38%$38

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

Yields: DON, SMLF, IWF, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DON1.92%$192

SMLF1.02%$102

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

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

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

Overlap: DON, SMLF, IWF, SCHD

Today

24.0%most shared, DON and SMLF

DONSMLFIWFSCHD

DON—24.0%0.4%4.3%

SMLF24.0%—2.9%2.6%

IWF0.4%2.9%—3.6%

SCHD4.3%2.6%3.6%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.3% vol

SMLFWorst drop−8.7%17.4% 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 Four

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