Compare · 3 funds side by side · dividends reinvested

DON, VTV and SCHD

DONWisdomTree×VTVVanguard×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,953 · 2022VTV$17,585SCHD$16,267DON$14,777Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three
02 / 04

DON, VTV and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B2.9
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: DON 2006 · VTV 2004 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777
DON
VTV
Vanguard Morningstar Value ETF · $184B$17,585

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

DONMeasureVTV
+12.3%Year to dateJan 1 → Nov 6+18.5%
+14.7%1 yearTotal return+22.9%
+15.3%3 years · per year$10,000 became $15,309 · $17,687+20.9%
+8.1%5 years · per year$10,000 became $14,777 · $17,585+12.0%
0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%
1.92%Trailing 12-mo yield$192 · $187 a year on $10k1.87%
−9.1%Worst dropSmaller is better−6.4%
12.3%VolatilityLower is calmer10.7%
DONVTV Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7VTV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

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%
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 common0.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

DON vs VTV Returns, Every Period

5Y
WisdomTreeDON
+8.1%
5 years, per year
VTVVanguard
+12.0%
5 years, per year
0%+10%+20%+30%+12.3%+18.5%YTD+14.7%+22.9%1 year+15.3%+20.9%3 yrs · yr+8.1%+12.0%5 yrs · yr
DONVTVFaded: behind in that period
0–4VTV wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

DON vs SCHD

YTD
WisdomTreeDON
+12.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+12.3%+31.4%
+12.3%Year to date+31.4%
−9.1%Worst drop · 1Y−6.9%
12.3%Volatility · 1Y11.7%
1.9%Yield3.0%
$4.0BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DON, VTV, SCHD

Today
0.03%lowest, VTV
FundExpense ratioFee$10k
VTV0.03%$3
SCHD0.06%$6
DON0.38%$38
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DON, VTV, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DON1.92%$192
VTV1.87%$187
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VTV$187 − $3 = $184
DON$192 − $38 = $154
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DON, VTV, SCHD

Today
17.9%most shared, VTV and SCHD
DONVTVSCHD
DON—0.1%4.3%
VTV0.1%—17.9%
SCHD4.3%17.9%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%7.5%10%12.5%15%Volatility · 1 year → bumpierSCHD +37.0%VTV +22.9%DON +14.7%
VTVWorst drop−6.4%10.7% vol
SCHDWorst drop−6.9%11.7% vol
DONWorst drop−9.1%12.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+18.5%
+31.4%Year to date+18.5%
3.0%Yield1.9%
+37.0%Past year+22.9%
0.06%Fee0.03%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+18.5%
SCHVSchwab
+16.2%
Jan 1Nov 6+18.5%+16.2%
+18.5%Year to date+16.2%
1.9%Yield1.8%
$184BAssets$15.4B
2–0VTV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com