Compare · 2 funds side by side · dividends reinvested

DON and VTI

DONWisdomTree×VTIVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,697VTI · best of the two

02 / 04

DON and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+18.4%+15.2%+8.2%−9.1%12.5%$4.0B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DON 2006 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,845

DON

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

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

DONMeasureVTI

+15.0%Year to dateJan 1 → Nov 9+11.6%

+18.4%1 yearTotal return+13.9%

+15.2%3 years · per year$10,000 became $15,297 · $18,090+21.8%

+8.2%5 years · per year$10,000 became $14,845 · $16,697+10.8%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.88%Trailing 12-mo yield$188 · $106 a year on $10k1.06%

−9.1%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DON vs VTI: Top 5 Holdings

Today

DON

7.3%in top 5

VTI

in top 525.0%

DONStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

1.6%BBYnot top 5

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

Held in common3.2%

End-of-day Nov 9, 2026 · share of each fund

DON vs VTI Returns, Every Period

WisdomTreeDON

+8.2%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

DONVTIFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: DON vs VTI

YTD

WisdomTreeDON

+15.0%

VTIVanguard

+11.6%

+15.0%Year to date+11.6%

−9.1%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.9%

1.9%Yield1.1%

$4.0BAssets$689B

3–1DON wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

DON0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DON, VTI

1.88%highest, DON

FundTrailing yieldYield$10k

DON1.88%$188

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, DON

DON$188 − $38 = $150

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DON, VTI

Today

3.2%most shared, DON and VTI

DONVTI

DON—3.2%

VTI3.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%DON, at 12.5% volatility

DONWorst drop−9.1%12.5% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DONVTI

+15.0%Year to date+11.6%

1.9%Yield1.1%

+18.4%Past year+13.9%

0.38%Fee0.03%

3–1DON wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026