Compare · 3 funds side by side · dividends reinvested

DON, VUG and IWF

DONWisdomTree×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DON, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777

DON

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

DONMeasureVUG

+12.3%Year to dateJan 1 → Nov 6+1.4%

+14.7%1 yearTotal return+0.2%

+15.3%3 years · per year$10,000 became $15,309 · $18,415+22.6%

+8.1%5 years · per year$10,000 became $14,777 · $16,124+10.0%

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

1.92%Trailing 12-mo yield$192 · $42 a year on $10k0.42%

−9.1%Worst dropSmaller is better−15.1%

12.3%VolatilityLower is calmer19.0%

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

5–3DON wins

End-of-day Nov 6, 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 6, 2026 · share of each fund

DON vs VUG Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

DONVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: DON vs VUG

YTD

WisdomTreeDON

+12.3%

VUGVanguard

+1.4%

+12.3%Year to date+1.4%

−9.1%Worst drop · 1Y−15.1%

12.3%Volatility · 1Y19.0%

1.9%Yield0.4%

$4.0BAssets$233B

4–0DON wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DON0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DON, VUG, IWF

1.92%highest, DON

FundTrailing yieldYield$10k

DON1.92%$192

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DON, VUG, IWF

Today

78.0%most shared, VUG and IWF

DONVUGIWF

DON—0.0%0.4%

VUG0.0%—78.0%

IWF0.4%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.7%DON, at 12.3% volatility

DONWorst drop−9.1%12.3% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DONVUG

+12.3%Year to date+1.4%

1.9%Yield0.4%

+14.7%Past year+0.2%

0.38%Fee0.03%

3–1DON wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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