Compare · 3 funds side by side · dividends reinvested

DON, SMLF and IWF

DONWisdomTree×SMLFiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,864SMLF · best of the three

Story of the three · IncomeMost incomeDON · 1.88% · $188 a year on $10k

Story of the three · RiskSmallest drop

DON, SMLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+15.4%+17.4%+20.1%+9.7%−8.7%17.5%$4.3B1.4

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+18.4%+15.2%+8.2%−9.1%12.5%$4.0B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,864

SMLF

DON

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,845

$10,000 five years ago, dividends reinvested · they hold 24.1% in common

SMLF

More Ways to See the Pairs

SMLF vs DON: Top 5 Holdings

Today

SMLF

3.3%in top 5

DON

in top 57.3%

SMLFStockDON

not top 5BBY1.6%

not top 5VTRS1.6%

not top 5BEN1.4%

not top 5HAS1.3%

not top 5APA1.3%

Cost, Income and Risk

Fees: DON, SMLF, IWF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWF0.18%$18

DON0.38%$38

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

Yields: DON, SMLF, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DON

+15.4%Year to dateJan 1 → Nov 10+15.0%

+17.4%1 yearTotal return+18.4%

+20.1%3 years · per year$10,000 became $17,328 · $15,297+15.2%

+9.7%5 years · per year$10,000 became $15,864 · $14,845+8.2%

0.15%Expense ratio$15 · $38 a year on $10k · lower is better0.38%

0.99%Trailing 12-mo yield$99 · $188 a year on $10k1.88%

−8.7%Worst dropSmaller is better−9.1%

17.5%VolatilityLower is calmer12.5%

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

5–3SMLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

0.6%TPRnot top 5

Held in common24.1%

End-of-day Nov 10, 2026 · share of each fund

SMLF vs DON Returns, Every Period

5Y

iSharesSMLF

+9.7%

5 years, per year

DONWisdomTree

+8.2%

5 years, per year

SMLFDONFaded: behind in that period

3–1SMLF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLF vs DON

YTD

iSharesSMLF

+15.4%

DONWisdomTree

+15.0%

+15.4%Year to date+15.0%

−8.7%Worst drop · 1Y−9.1%

17.5%Volatility · 1Y12.5%

1.0%Yield1.9%

$4.3BAssets$4.0B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.88%highest, DON

FundTrailing yieldYield$10k

DON1.88%$188

SMLF0.99%$99

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$150most kept, DON

DON$188 − $38 = $150

SMLF$99 − $15 = $84

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF, IWF

Today

24.1%most shared, DON and SMLF

DONSMLFIWF

DON—24.1%0.4%

SMLF24.1%—2.9%

IWF0.4%2.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.4%DON, at 12.5% volatility

DONWorst drop−9.1%12.5% vol

SMLFWorst drop−8.7%17.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DONSMLF

+15.0%Year to date+15.4%

1.9%Yield1.0%

+18.4%Past year+17.4%

0.38%Fee0.15%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DON, SMLF and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three