Compare · 2 funds side by side · dividends reinvested

DTD and VIG

DTDWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,167DTD · best of the two

02 / 04

DTD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Total Dividend FundIncome · Dividend stocks0.28%1.79%+17.3%+20.3%+21.5%+12.3%−6.3%9.2%$1.7B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DTD 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Total Dividend Fund · $1.7B$17,167

DTD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

DTDMeasureVIG

+17.3%Year to dateJan 1 → Nov 5+16.4%

+20.3%1 yearTotal return+18.9%

+21.5%3 years · per year$10,000 became $17,921 · $17,533+20.6%

+12.3%5 years · per year$10,000 became $17,892 · $17,005+11.2%

0.28%Expense ratio$28 · $4 a year on $10k · lower is better0.04%

1.79%Trailing 12-mo yield$179 · $144 a year on $10k1.44%

−6.3%Worst dropSmaller is better−7.9%

9.2%VolatilityLower is calmer10.2%

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

7–1DTD wins

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

More Ways to See the Pairs

DTD vs VIG: Top 5 Holdings

Today

DTD

14.7%in top 5

VIG

in top 522.1%

DTDStockVIG

4.2%MSFT4.9%

2.4%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.6%JPM3.9%

3.3%NVDAnot top 5

2.2%XOMnot top 5

Held in common52.1%

End-of-day Nov 5, 2026 · share of each fund

DTD vs VIG Returns, Every Period

WisdomTreeDTD

+12.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DTDVIGFaded: behind in that period

4–0DTD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DTD vs VIG

YTD

WisdomTreeDTD

+17.3%

VIGVanguard

+16.4%

+17.3%Year to date+16.4%

−6.3%Worst drop · 1Y−7.9%

9.2%Volatility · 1Y10.2%

1.8%Yield1.4%

$1.7BAssets$109B

4–0DTD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DTD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DTD0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DTD, VIG

1.79%highest, DTD

FundTrailing yieldYield$10k

DTD1.79%$179

VIG1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, DTD

DTD$179 − $28 = $151

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DTD, VIG

Today

52.1%most shared, DTD and VIG

DTDVIG

DTD—52.1%

VIG52.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%DTD, at 9.2% volatility

DTDWorst drop−6.3%9.2% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DTDVIG

+17.3%Year to date+16.4%

1.8%Yield1.4%

+20.3%Past year+18.9%

0.28%Fee0.04%

3–1DTD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026