Compare · 3 funds side by side · dividends reinvested

DON, SMLF and VUG

DONWisdomTree×SMLFiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · 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 VUG, 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%$4.3B1.8

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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 · VUG 2004

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

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SMLFMeasure

More Ways to See the Pairs

SMLF vs VUG: Top 5 Holdings

Today

SMLF

3.3%in top 5

VUG

in top 545.2%

SMLFStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: DON, SMLF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

DON0.38%$38

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

Yields: DON, SMLF, VUG

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%

VUG

+15.4%Year to dateJan 1 → Nov 10+3.4%

+17.4%1 yearTotal return+4.2%

+20.1%3 years · per year$10,000 became $17,328 · $18,230+22.2%

+9.7%5 years · per year$10,000 became $15,864 · $16,394+10.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $41 a year on $10k0.41%

−8.7%Worst dropSmaller is better−15.1%

17.5%VolatilityLower is calmer19.1%

SMLFVUG 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

4.3%

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 common0.3%

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

SMLF vs VUG Returns, Every Period

5Y

iSharesSMLF

+9.7%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

SMLFVUGFaded: behind in that period

2–2Level

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

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: DON, SMLF, VUG

Today

24.1%most shared, DON and SMLF

DONSMLFVUG

DON—24.1%0.0%

SMLF24.1%—0.3%

VUG0.0%0.3%—

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

VUGWorst drop−15.1%19.1% 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 VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three