Compare · 4 funds side by side · dividends reinvested

DON, SMLF, SCHD and IWF

DONWisdomTree×SMLFiShares×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267SMLF$15,772IWF$15,441DON$14,777Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four
02 / 04

DON, SMLF, SCHD and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1
iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B2.4
WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B2.9
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.6
Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · SCHD 2011 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777
DON
SMLF
iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

DONMeasureSMLF
+12.3%Year to dateJan 1 → Nov 6+12.3%
+14.7%1 yearTotal return+13.5%
+15.3%3 years · per year$10,000 became $15,309 · $17,680+20.9%
+8.1%5 years · per year$10,000 became $14,777 · $15,772+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 calmer17.3%
DONSMLF Winner of the row, in its colourEach row: the bigger of the two fills its side
3–4SMLF wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

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 5EME0.7%
not top 5WSM0.7%
not top 5TPR0.6%
not top 5RS0.6%
not top 5JBL0.6%
Held in common24.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

DON vs SMLF Returns, Every Period

5Y
WisdomTreeDON
+8.1%
5 years, per year
SMLFiShares
+9.5%
5 years, per year
0%+10%+20%+30%+12.3%+12.3%YTD+14.7%+13.5%1 year+15.3%+20.9%3 yrs · yr+8.1%+9.5%5 yrs · yr
DONSMLFFaded: behind in that period
1–2SMLF wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

DON vs SCHD

YTD
WisdomTreeDON
+12.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+12.3%+31.4%
+12.3%Year to date+31.4%
−9.1%Worst drop · 1Y−6.9%
12.3%Volatility · 1Y11.7%
1.9%Yield3.0%
$4.0BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DON, SMLF, SCHD, IWF

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
SMLF0.15%$15
IWF0.18%$18
DON0.38%$38
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DON, SMLF, SCHD, IWF

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DON1.92%$192
SMLF1.02%$102
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
DON$192 − $38 = $154
SMLF$102 − $15 = $87
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DON, SMLF, SCHD, IWF

Today
24.2%most shared, DON and SMLF
DONSMLFSCHDIWF
DON—24.2%4.3%0.4%
SMLF24.2%—2.7%2.9%
SCHD4.3%2.7%—3.7%
IWF0.4%2.9%3.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%DON +14.7%SMLF +13.5%IWF −6.5%
SCHDWorst drop−6.9%11.7% vol
DONWorst drop−9.1%12.3% vol
SMLFWorst drop−8.7%17.3% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+12.3%
+31.4%Year to date+12.3%
3.0%Yield1.9%
+37.0%Past year+14.7%
0.06%Fee0.38%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com