Compare · 2 funds side by side · dividends reinvested

SMLF and DON

SMLFiShares×DONWisdomTree×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,507SMLF · best of the two

Story of the two · IncomeMost incomeDON · 1.88% · $188 a year on $10k

Story of the two · RiskSmallest drop

SMLF and DON, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B1.3

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+14.5%+15.5%+15.0%+8.0%−9.1%12.4%$4.0B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: SMLF 2015 · DON 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,507

SMLF

DON

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,717

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

SMLFMeasureDON

+14.9%

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 5VTRS1.6%

not top 5BEN1.4%

not top 5HAS1.3%

not top 5APA1.3%

Cost, Income and Risk

Fees: SMLF, DON

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

DON0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SMLF, DON

1Y

1.88%highest, DON

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+14.5%

+16.0%1 yearTotal return+15.5%

+20.6%3 years · per year$10,000 became $17,531 · $15,227+15.0%

+9.2%5 years · per year$10,000 became $15,507 · $14,717+8.0%

0.15%Expense ratio$15 · $38 a year on $10k · lower is better0.38%

0.99%Trailing 12-mo yield$99 · $188 a year on $10k1.88%

−8.7%Worst dropSmaller is better−9.1%

17.5%VolatilityLower is calmer12.4%

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

6–2SMLF wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

0.6%RSnot top 5

Held in common24.2%

End-of-day Nov 12, 2026 · share of each fund

SMLF vs DON Returns, Every Period

5Y

iSharesSMLF

+9.2%

5 years, per year

DONWisdomTree

+8.0%

5 years, per year

SMLFDONFaded: behind in that period

4–0SMLF wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLF vs DON

YTD

iSharesSMLF

+14.9%

DONWisdomTree

+14.5%

+14.9%Year to date+14.5%

−8.7%Worst drop · 1Y−9.1%

17.5%Volatility · 1Y12.4%

1.0%Yield1.9%

$4.3BAssets$4.0B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

DON1.88%$188

SMLF0.99%$99

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

Income After Fees on $10,000

1Y

$150most kept, DON

DON$188 − $38 = $150

SMLF$99 − $15 = $84

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SMLF, DON

Today

24.2%most shared, SMLF and DON

SMLFDON

SMLF—24.2%

DON24.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.0%SMLF, at 17.5% volatility

DONWorst drop−9.1%12.4% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DONSMLF

+14.5%Year to date+14.9%

1.9%Yield1.0%

+15.5%Past year+16.0%

0.38%Fee0.15%

3–1SMLF wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SMLF and DON

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two