Compare · 3 funds side by side · dividends reinvested

WDGF, VIG and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,442SOXX · best of the three

02 / 04

WDGF, VIG and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B1.8

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−2.1%−0.5%[…][…]−21.1%23.6%$5M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: WDGF 2025 · VIG 2006 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

WDGFMeasureVIG

−2.1%Year to dateJan 1 → Nov 9+14.8%

−0.5%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

0.05%Trailing 12-mo yield$5 · $146 a year on $10k1.46%

−21.1%Worst dropSmaller is better−7.9%

23.6%VolatilityLower is calmer11.0%

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

0–6VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDGF vs VIG: Top 5 Holdings

Today

WDGF

26.5%in top 5

VIG

in top 522.1%

WDGFStockVIG

5.6%LMTnot top 5

5.4%NOCnot top 5

5.3%GDnot top 5

5.1%PLTRnot top 5

5.1%RTXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.7%

End-of-day Nov 9, 2026 · share of each fund

WDGF vs VIG Returns, Every Period

WisdomTreeWDGF

−0.5%

past year

VIGVanguard

+17.6%

past year

WDGFVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WDGF vs VIG

YTD

WisdomTreeWDGF

−2.1%

VIGVanguard

+14.8%

−2.1%Year to date+14.8%

−21.1%Worst drop · 1Y−7.9%

23.6%Volatility · 1Y11.0%

0.1%Yield1.5%

$5.0MAssets$109B

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, VIG, SOXX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

WDGF0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WDGF, VIG, SOXX

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SOXX0.28%$28

WDGF0.05%$5

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SOXX$28 − $33 = −$5

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WDGF, VIG, SOXX

Today

10.3%most shared, VIG and SOXX

WDGFVIGSOXX

WDGF—1.7%0.0%

VIG1.7%—10.3%

SOXX0.0%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

VIGWorst drop−7.9%11.0% vol

WDGFWorst drop−21.1%23.6% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSOXX

+14.8%Year to date+46.5%

1.5%Yield0.3%

+17.6%Past year+48.5%

0.04%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026