Compare · 2 funds side by side · dividends reinvested

DON and SMLF

DONWisdomTree×SMLFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

DON and SMLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$4.2B1.3

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DON 2006 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$15,346

DON

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

DONMeasureSMLF

+15.3%Year to dateJan 1 → Nov 4+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 4, 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 53.5%

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 5EME0.9%

not top 5NVT0.7%

not top 5WSM0.7%

not top 5JBL0.7%

not top 5RS0.6%

Held in common24.2%

End-of-day Nov 4, 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 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: DON vs SMLF

YTD

WisdomTreeDON

+15.3%

SMLFiShares

+16.7%

+15.3%Year to date+16.7%

−9.1%Worst drop · 1Y−8.7%

12.0%Volatility · 1Y16.9%

1.9%Yield1.0%

$4.0BAssets$4.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, SMLF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

DON0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DON, SMLF

1.87%highest, DON

FundTrailing yieldYield$10k

DON1.87%$187

SMLF0.98%$98

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DON, SMLF

Today

24.2%most shared, DON and SMLF

DONSMLF

DON—24.2%

SMLF24.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%SMLF, at 16.9% volatility

DONWorst drop−9.1%12.0% vol

SMLFWorst drop−8.7%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DONSMLF

+15.3%Year to date+16.7%

1.9%Yield1.0%

+18.1%Past year+18.1%

0.38%Fee0.15%

2–1SMLF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026