Compare · 2 funds side by side · dividends reinvested

DON and VUG

DONWisdomTree×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

DON and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DON 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$15,346

DON

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DONMeasureVUG

+15.3%Year to dateJan 1 → Nov 4+6.3%

+18.1%1 yearTotal return+3.4%

+16.8%3 years · per year$10,000 became $15,949 · $19,712+25.4%

+8.9%5 years · per year$10,000 became $15,346 · $17,153+11.4%

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

1.87%Trailing 12-mo yield$187 · $40 a year on $10k0.40%

−9.1%Worst dropSmaller is better−16.1%

12.0%VolatilityLower is calmer18.2%

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

5–3DON wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DON vs VUG: Top 5 Holdings

Today

DON

7.3%in top 5

VUG

in top 545.2%

DONStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.0%

End-of-day Nov 4, 2026 · share of each fund

DON vs VUG Returns, Every Period

WisdomTreeDON

+8.9%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

DONVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: DON vs VUG

YTD

WisdomTreeDON

+15.3%

VUGVanguard

+6.3%

+15.3%Year to date+6.3%

−9.1%Worst drop · 1Y−16.1%

12.0%Volatility · 1Y18.2%

1.9%Yield0.4%

$4.0BAssets$233B

4–0DON wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DON0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DON, VUG

1.87%highest, DON

FundTrailing yieldYield$10k

DON1.87%$187

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DON, VUG

Today

0.0%most shared, DON and VUG

DONVUG

DON—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%DON, at 12.0% volatility

DONWorst drop−9.1%12.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DONVUG

+15.3%Year to date+6.3%

1.9%Yield0.4%

+18.1%Past year+3.4%

0.38%Fee0.03%

3–1DON wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026