Compare · 3 funds side by side · dividends reinvested

WDEF, VIG and SMH

WDEFWisdomTree×VIGVanguard×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

WDEF, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.8

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−6.1%−10.2%[…][…]−23.9%30.6%$82M2.7

Rank among the three1st → 3rdFee, 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: WDEF 2025 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

VIG

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

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

WDEFMeasureVIG

−6.1%Year to dateJan 1 → Nov 5+12.5%

−10.2%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

0.08%Trailing 12-mo yield$8 · $149 a year on $10k1.49%

−23.9%Worst dropSmaller is better−7.9%

30.6%VolatilityLower is calmer10.8%

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

0–6VIG wins

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

More Ways to See the Pairs

WDEF vs VIG: Top 5 Holdings

Today

WDEF

41.4%in top 5

VIG

in top 522.1%

WDEFStockVIG

10.4%BA.Lnot top 5

9.8%HO.PAnot top 5

9.6%RHM.DEnot top 5

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

WDEF vs VIG Returns, Every Period

WisdomTreeWDEF

−10.2%

past year

VIGVanguard

+15.2%

past year

WDEFVIGFaded: behind in that period

0–2VIG wins

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

Thematic vs Income: WDEF vs VIG

YTD

WisdomTreeWDEF

−6.1%

VIGVanguard

+12.5%

−6.1%Year to date+12.5%

−23.9%Worst drop · 1Y−7.9%

30.6%Volatility · 1Y10.8%

0.1%Yield1.5%

$82.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: WDEF, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

WDEF0.45%$45

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

Yields: WDEF, VIG, SMH

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SMH0.25%$25

WDEF0.08%$8

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

WDEF$8 − $45 = −$37

KeptFee

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

Overlap: WDEF, VIG, SMH

Today

10.3%most shared, VIG and SMH

WDEFVIGSMH

WDEF—0.0%0.0%

VIG0.0%—10.3%

SMH0.0%10.3%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

VIGWorst drop−7.9%10.8% vol

WDEFWorst drop−23.9%30.6% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

VIGSMH

+12.5%Year to date+24.3%

1.5%Yield0.2%

+15.2%Past year+27.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026