Compare · 4 funds side by side · dividends reinvested

DON, SMLF, SCHD and VTV

DONWisdomTree×SMLFiShares×SCHDSchwab×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DON, SMLF, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.3B3.0

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+18.4%+15.2%+8.2%−9.1%12.5%$4.0B3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DON

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,942

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

DONMeasureSMLF

+15.0%Year to dateJan 1 → Nov 9+16.0%

+18.4%1 yearTotal return+19.5%

+15.2%3 years · per year$10,000 became $15,297 · $17,876+21.4%

+8.2%5 years · per year$10,000 became $14,845 · $15,942+9.8%

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

1.88%Trailing 12-mo yield$188 · $98 a year on $10k0.98%

−9.1%Worst dropSmaller is better−8.7%

12.5%VolatilityLower is calmer17.5%

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

2–6SMLF wins

End-of-day Nov 9, 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

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common24.3%

End-of-day Nov 9, 2026 · share of each fund

DON vs SMLF Returns, Every Period

WisdomTreeDON

+8.2%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

DONSMLFFaded: behind in that period

0–4SMLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DON vs SCHD

YTD

WisdomTreeDON

+15.0%

SCHDSchwab

+33.2%

+15.0%Year to date+33.2%

−9.1%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.8%

1.9%Yield3.0%

$4.0BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, SMLF, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

SMLF0.15%$15

DON0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DON, SMLF, SCHD, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DON1.88%$188

VTV1.83%$183

SMLF0.98%$98

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

DON$188 − $38 = $150

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF, SCHD, VTV

Today

24.3%most shared, DON and SMLF

DONSMLFSCHDVTV

DON—24.3%4.3%0.1%

SMLF24.3%—2.6%0.1%

SCHD4.3%2.6%—17.9%

VTV0.1%0.1%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

DONWorst drop−9.1%12.5% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.2%Year to date+20.9%

3.0%Yield1.8%

+39.1%Past year+25.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026