Compare · 2 funds side by side · dividends reinvested

DON and VIG

DONWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

DON and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.3

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.90%+13.7%+16.3%+16.6%+8.2%−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 3, 2026 · returns include dividends · since: DON 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,804

DON

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

DONMeasureVIG

+13.7%Year to dateJan 1 → Nov 3+14.0%

+16.3%1 yearTotal return+15.9%

+16.6%3 years · per year$10,000 became $15,858 · $17,369+20.2%

+8.2%5 years · per year$10,000 became $14,804 · $16,495+10.5%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

1.90%Trailing 12-mo yield$190 · $147 a year on $10k1.47%

−9.1%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.0%

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

2–6VIG wins

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

More Ways to See the Pairs

DON vs VIG: Top 5 Holdings

Today

DON

7.3%in top 5

VIG

in top 522.1%

DONStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common3.2%

End-of-day Nov 3, 2026 · share of each fund

DON vs VIG Returns, Every Period

WisdomTreeDON

+8.2%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

DONVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DON vs VIG

YTD

WisdomTreeDON

+13.7%

VIGVanguard

+14.0%

+13.7%Year to date+14.0%

−9.1%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.0%

1.9%Yield1.5%

$4.0BAssets$109B

3–1VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DON0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DON, VIG

1.90%highest, DON

FundTrailing yieldYield$10k

DON1.90%$190

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, DON

DON$190 − $38 = $152

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DON, VIG

Today

3.2%most shared, DON and VIG

DONVIG

DON—3.2%

VIG3.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%DON, at 12.0% volatility

VIGWorst drop−7.9%10.0% vol

DONWorst drop−9.1%12.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DONVIG

+13.7%Year to date+14.0%

1.9%Yield1.5%

+16.3%Past year+15.9%

0.38%Fee0.04%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026