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$16,326VUG · 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%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B1.6

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+14.5%+15.5%+15.0%+8.0%−9.1%12.4%$4.0B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−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 12, 2026 · returns include dividends · since: DON 2006 · SMLF 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

DON

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,717

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasure

More Ways to See the Pairs

VUG vs DON: Top 5 Holdings

Today

VUG

45.2%in top 5

DON

in top 57.3%

VUGStockDON

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: DON, SMLF, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DON

+4.9%Year to dateJan 1 → Nov 12+14.5%

+3.5%1 yearTotal return+15.5%

+22.1%3 years · per year$10,000 became $18,215 · $15,227+15.0%

+10.3%5 years · per year$10,000 became $16,326 · $14,717+8.0%

0.03%Expense ratio$3 · $38 a year on $10k · lower is better0.38%

0.41%Trailing 12-mo yield$41 · $188 a year on $10k1.88%

−15.1%Worst dropSmaller is better−9.1%

19.1%VolatilityLower is calmer12.4%

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

3–5DON wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BBY1.6%

not top 5VTRS1.6%

not top 5BEN1.4%

not top 5HAS1.3%

not top 5APA1.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

VUG vs DON Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

DONWisdomTree

+8.0%

5 years, per year

VUGDONFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs DON

YTD

VanguardVUG

+4.9%

DONWisdomTree

+14.5%

+4.9%Year to date+14.5%

−15.1%Worst drop · 1Y−9.1%

19.1%Volatility · 1Y12.4%

0.4%Yield1.9%

$233BAssets$4.0B

4–0DON wins

End-of-day Nov 12, 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 12, 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 12, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF, VUG

Today

24.2%most shared, DON and SMLF

DONSMLFVUG

DON—24.2%0.0%

SMLF24.2%—0.3%

VUG0.0%0.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.0%SMLF, at 17.5% volatility

DONWorst drop−9.1%12.4% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DONSMLF

+14.5%Year to date+14.9%

1.9%Yield1.0%

+15.5%Past year+16.0%

0.38%Fee0.15%

3–1SMLF wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 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