Compare · 3 funds side by side · dividends reinvested

SMLF, DON and VUG

SMLFiShares×DONWisdomTree×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,688 · 2022VUG$16,124SMLF$15,772DON$14,777Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three
02 / 04

SMLF, DON and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B1.9
WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B1.9
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
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: SMLF 2015 · DON 2006 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772
SMLF
DON
WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

SMLFMeasureDON
+12.3%Year to dateJan 1 → Nov 6+12.3%
+13.5%1 yearTotal return+14.7%
+20.9%3 years · per year$10,000 became $17,680 · $15,309+15.3%
+9.5%5 years · per year$10,000 became $15,772 · $14,777+8.1%
0.15%Expense ratio$15 · $38 a year on $10k · lower is better0.38%
1.02%Trailing 12-mo yield$102 · $192 a year on $10k1.92%
−8.7%Worst dropSmaller is better−9.1%
17.3%VolatilityLower is calmer12.3%
SMLFDON Winner of the row, in its colourEach row: the bigger of the two fills its side
4–3SMLF 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

SMLF vs DON: Top 5 Holdings

Today
SMLF
3.3%in top 5
DON
in top 57.3%
SMLFStockDON
not top 5BBY1.6%
not top 5APA1.5%
not top 5VTRS1.5%
not top 5DINO1.3%
not top 5HAS1.3%
0.7%EMEnot top 5
0.7%WSMnot top 5
0.6%TPRnot top 5
0.6%RSnot top 5
0.6%JBLnot top 5
Held in common24.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMLF vs DON Returns, Every Period

5Y
iSharesSMLF
+9.5%
5 years, per year
DONWisdomTree
+8.1%
5 years, per year
0%+10%+20%+30%+12.3%+12.3%YTD+13.5%+14.7%1 year+20.9%+15.3%3 yrs · yr+9.5%+8.1%5 yrs · yr
SMLFDONFaded: behind in that period
2–1SMLF wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: SMLF vs DON

YTD
iSharesSMLF
+12.3%
DONWisdomTree
+12.3%
Jan 1Nov 6+12.3%+12.3%
+12.3%Year to date+12.3%
−8.7%Worst drop · 1Y−9.1%
17.3%Volatility · 1Y12.3%
1.0%Yield1.9%
$4.1BAssets$4.0B
2–1DON wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMLF, DON, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SMLF0.15%$15
DON0.38%$38
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMLF, DON, VUG

1Y
1.92%highest, DON
FundTrailing yieldYield$10k
DON1.92%$192
SMLF1.02%$102
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$154most kept, DON
DON$192 − $38 = $154
SMLF$102 − $15 = $87
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMLF, DON, VUG

Today
24.2%most shared, SMLF and DON
SMLFDONVUG
SMLF—24.2%0.3%
DON24.2%—0.0%
VUG0.3%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+14.7%DON, at 12.3% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierDON +14.7%SMLF +13.5%VUG +0.2%
DONWorst drop−9.1%12.3% vol
SMLFWorst drop−8.7%17.3% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
DONSMLF
Jan 1Nov 6+12.3%+12.3%
+12.3%Year to date+12.3%
1.9%Yield1.0%
+14.7%Past year+13.5%
0.38%Fee0.15%
2–1DON wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

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

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