Compare · 4 funds side by side · dividends reinvested

DON, SMLF, SCHD and VIG

DONWisdomTree×SMLFiShares×SCHDSchwab×VIGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the four · RiskSmallest drop

DON, SMLF, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.9

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B3.3

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+15.7%+15.4%+7.9%−9.1%12.4%$4.0B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,613

DON

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DON vs SCHD: Top 5 Holdings

Today

DON

7.3%in top 5

SCHD

in top 521.8%

DONStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: DON, SMLF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMLF0.15%$15

DON0.38%$38

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

DONMeasureSCHD

+15.0%Year to dateJan 1 → Nov 13+34.9%

+15.7%1 yearTotal return+37.5%

+15.4%3 years · per year$10,000 became $15,376 · $17,374+20.2%

+7.9%5 years · per year$10,000 became $14,613 · $16,418+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

1.88%Trailing 12-mo yield$188 · $292 a year on $10k2.92%

−9.1%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.6%BBYnot top 5

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

Held in common4.3%

End-of-day Nov 13, 2026 · share of each fund

DON vs SCHD Returns, Every Period

5Y

WisdomTreeDON

+7.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DONSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DON vs SCHD

YTD

WisdomTreeDON

+15.0%

SCHDSchwab

+34.9%

+15.0%Year to date+34.9%

−9.1%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.7%

1.9%Yield2.9%

$4.0BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DON, SMLF, SCHD, VIG

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

DON1.88%$188

VIG1.45%$145

SMLF0.99%$99

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

DON$188 − $38 = $150

VIG$145 − $4 = $141

SMLF$99 − $15 = $84

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF, SCHD, VIG

Today

24.2%most shared, DON and SMLF

DONSMLFSCHDVIG

DON—24.2%4.3%3.2%

SMLF24.2%—2.6%3.1%

SCHD4.3%2.6%—14.5%

VIG3.2%3.1%14.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

DONWorst drop−9.1%12.4% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.9%Year to date+16.0%

2.9%Yield1.4%

+37.5%Past year+16.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DON, SMLF, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four