Compare · 4 funds side by side · dividends reinvested

DON, SMLF, VUG and SCHD

DONWisdomTree×SMLFiShares×VUGVanguard×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, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.3B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B3.1

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 · VUG 2004 · 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

+15.3%Year to dateJan 1 → Nov 5+16.7%

+18.1%1 yearTotal return+18.1%

+16.8%3 years · per year$10,000 became $15,949 · $18,634+23.1%

+8.9%5 years · per year$10,000 became $15,346 · $16,794+10.9%

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

1.87%Trailing 12-mo yield$187 · $98 a year on $10k0.98%

−9.1%Worst dropSmaller is better−8.7%

12.0%VolatilityLower is calmer16.9%

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

2–5SMLF wins

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

+8.9%

5 years, per year

SMLFiShares

+10.9%

5 years, per year

DONSMLFFaded: behind in that period

0–3SMLF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DON vs SCHD

YTD

WisdomTreeDON

+15.3%

SCHDSchwab

+35.3%

+15.3%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.5%

1.9%Yield2.9%

$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, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SMLF0.15%$15

DON0.38%$38

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

Yields: DON, SMLF, VUG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DON1.87%$187

SMLF0.98%$98

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DON$187 − $38 = $149

SMLF$98 − $15 = $83

VUG$40 − $3 = $37

KeptFee

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

Overlap: DON, SMLF, VUG, SCHD

Today

24.0%most shared, DON and SMLF

DONSMLFVUGSCHD

DON—24.0%0.0%4.3%

SMLF24.0%—0.3%2.6%

VUG0.0%0.3%—0.8%

SCHD4.3%2.6%0.8%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DONWorst drop−9.1%12.0% vol

SMLFWorst drop−8.7%16.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLF

+35.3%Year to date+16.7%

2.9%Yield1.0%

+41.6%Past year+18.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026