Compare · 2 funds side by side · dividends reinvested

DON and VYM

DONWisdomTree×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

DON and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.0

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.90%+13.7%+16.3%+16.6%+8.2%−9.1%12.0%$4.0B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: DON 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,804

DON

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

DONMeasureVYM

+13.7%Year to dateJan 1 → Nov 3+15.8%

+16.3%1 yearTotal return+19.0%

+16.6%3 years · per year$10,000 became $15,858 · $17,952+21.5%

+8.2%5 years · per year$10,000 became $14,804 · $17,305+11.6%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

1.90%Trailing 12-mo yield$190 · $225 a year on $10k2.25%

−9.1%Worst dropSmaller is better−6.7%

12.0%VolatilityLower is calmer10.0%

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

0–8VYM wins

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

More Ways to See the Pairs

DON vs VYM: Top 5 Holdings

Today

DON

7.3%in top 5

VYM

in top 518.2%

DONStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

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 common5.1%

End-of-day Nov 3, 2026 · share of each fund

DON vs VYM Returns, Every Period

WisdomTreeDON

+8.2%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

DONVYMFaded: behind in that period

0–4VYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DON vs VYM

YTD

WisdomTreeDON

+13.7%

VYMVanguard

+15.8%

+13.7%Year to date+15.8%

−9.1%Worst drop · 1Y−6.7%

12.0%Volatility · 1Y10.0%

1.9%Yield2.3%

$4.0BAssets$78.9B

4–0VYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DON0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DON, VYM

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

DON1.90%$190

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

DON$190 − $38 = $152

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DON, VYM

Today

5.1%most shared, DON and VYM

DONVYM

DON—5.1%

VYM5.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

VYMWorst drop−6.7%10.0% vol

DONWorst drop−9.1%12.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VYMDON

+15.8%Year to date+13.7%

2.3%Yield1.9%

+19.0%Past year+16.3%

0.04%Fee0.38%

4–0VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026