Compare · 3 funds side by side · dividends reinvested

DON, USOY and VIG

DONWisdomTree×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

DON, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M2.0

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.4%+15.5%+15.5%+8.1%−9.1%12.3%$4.0B2.1

Rank among the three1st → 3rdFee, 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 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,735

DON

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

DONMeasureUSOY

+12.4%Year to dateJan 1 → Nov 5+60.8%

+15.5%1 yearTotal return+59.4%

+15.5%3 years · per year$10,000 became $15,425 · […][…]

+8.1%5 years · per year$10,000 became $14,735 · […][…]

0.38%Expense ratio$38 · $112 a year on $10k · lower is better1.12%

1.92%Trailing 12-mo yield$192 · $5,464 a year on $10k54.64%

−9.1%Worst dropSmaller is better−25.5%

12.3%VolatilityLower is calmer39.0%

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

3–3Level

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 USOY: Top 5 Holdings

Today

DON

7.3%in top 5

USOY

in top 5[…]

DONStockUSOY

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

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DON vs USOY Returns, Every Period

WisdomTreeDON

+15.5%

past year

USOYDefiance

+59.4%

past year

DONUSOYFaded: behind in that period

0–2USOY wins

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

DON vs USOY

YTD

WisdomTreeDON

+12.4%

USOYDefiance

+60.8%

+12.4%Year to date+60.8%

−9.1%Worst drop · 1Y−25.5%

12.3%Volatility · 1Y39.0%

1.9%Yield54.6%

$4.0BAssets$72.6M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DON0.38%$38

USOY1.12%$112

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

Yields: DON, USOY, VIG

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

DON1.92%$192

VIG1.49%$149

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

DON$192 − $38 = $154

VIG$149 − $4 = $145

KeptFee

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

Overlap: DON, USOY, VIG

Today

3.2%most shared, DON and VIG

DONUSOYVIG

DON—[…]3.2%

USOY[…]—[…]

VIG3.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

VIGWorst drop−7.9%10.8% vol

DONWorst drop−9.1%12.3% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYVIG

+60.8%Year to date+12.5%

54.6%Yield1.5%

+59.4%Past year+15.2%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026