Compare · 3 funds side by side · dividends reinvested

DON, VTV and IWF

DONWisdomTree×VTVVanguard×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeDON · 1.87% · $187 a year on $10k

Story of the three · RiskSmallest drop

DON, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.5%+17.1%+15.1%+8.0%−9.1%12.4%$4.0B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DON 2006 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,720

DON

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DONMeasure

More Ways to See the Pairs

DON vs VTV: Top 5 Holdings

Today

DON

7.3%in top 5

VTV

in top 515.8%

DONStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: DON, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DON0.38%$38

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DON, VTV, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VTV

+15.5%Year to dateJan 1 → Nov 11+22.3%

+17.1%1 yearTotal return+25.5%

+15.1%3 years · per year$10,000 became $15,261 · $17,809+21.2%

+8.0%5 years · per year$10,000 became $14,720 · $17,892+12.3%

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

1.87%Trailing 12-mo yield$187 · $181 a year on $10k1.81%

−9.1%Worst dropSmaller is better−6.4%

12.4%VolatilityLower is calmer10.8%

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

1–7VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common0.1%

End-of-day Nov 11, 2026 · share of each fund

DON vs VTV Returns, Every Period

5Y

WisdomTreeDON

+8.0%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

DONVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: DON vs VTV

YTD

WisdomTreeDON

+15.5%

VTVVanguard

+22.3%

+15.5%Year to date+22.3%

−9.1%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.8%

1.9%Yield1.8%

$4.0BAssets$184B

3–1VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.87%highest, DON

FundTrailing yieldYield$10k

DON1.87%$187

VTV1.81%$181

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DON$187 − $38 = $149

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DON, VTV, IWF

Today

11.9%most shared, VTV and IWF

DONVTVIWF

DON—0.1%0.4%

VTV0.1%—11.9%

IWF0.4%11.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DONWorst drop−9.1%12.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DONVTV

+15.5%Year to date+22.3%

1.9%Yield1.8%

+17.1%Past year+25.5%

0.38%Fee0.03%

3–1VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

DON, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three