Compare · 3 funds side by side · dividends reinvested

WDGF, IGV and DRAM

WDGFWisdomTree×IGViShares×DRAMRoundhill×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,265IGV · best of the three

02 / 04

WDGF, IGV and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.4%−6.5%[…][…]−21.1%23.2%$5M1.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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: WDGF 2025 · IGV 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

WDGFMeasureIGV

−6.4%Year to dateJan 1 → Nov 6−6.4%

−6.5%1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.45%Expense ratio$45 · $38 a year on $10k · lower is better0.38%

0.05%Trailing 12-mo yield$5 · $2 a year on $10k0.02%

−21.1%Worst dropSmaller is better−33.2%

23.2%VolatilityLower is calmer32.9%

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

4–1WDGF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDGF vs IGV: Top 5 Holdings

Today

WDGF

27.1%in top 5

IGV

in top 540.4%

WDGFStockIGV

not top 5MSFT9.5%

not top 5PANW8.2%

5.5%PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

5.9%LMTnot top 5

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot top 5

Held in common5.5%

End-of-day Nov 6, 2026 · share of each fund

WDGF vs IGV Returns, Every Period

WisdomTreeWDGF

−6.5%

past year

IGViShares

−11.5%

past year

WDGFIGVFaded: behind in that period

1–0WDGF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WDGF vs IGV

YTD

WisdomTreeWDGF

−6.4%

IGViShares

−6.4%

−6.4%Year to date−6.4%

−21.1%Worst drop · 1Y−33.2%

23.2%Volatility · 1Y32.9%

0.1%Yield0.0%

$5.4MAssets$12.4B

3–0WDGF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, IGV, DRAM

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

WDGF0.45%$45

DRAM0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WDGF, IGV, DRAM

0.05%highest, WDGF

FundTrailing yieldYield$10k

WDGF0.05%$5

IGV0.02%$2

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WDGF, IGV, DRAM

Today

5.5%most shared, WDGF and IGV

WDGFIGVDRAM

WDGF—5.5%0.0%

IGV5.5%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

−6.5%WDGF, at 23.2% volatility

WDGFWorst drop−21.1%23.2% vol

IGVWorst drop−33.2%32.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WDGFIGV

−6.4%Year to date−6.4%

0.1%Yield0.0%

−6.5%Past year−11.5%

0.45%Fee0.38%

2–1WDGF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026