Compare · 3 funds side by side · dividends reinvested

WDGF, VIG and VYM

WDGFWisdomTree×VIGVanguard×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

WDGF, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.9%−4.8%[…][…]−19.9%22.7%$5M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: WDGF 2025 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

WDGFMeasureVIG

−1.9%Year to dateJan 1 → Nov 4+16.4%

−4.8%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

0.05%Trailing 12-mo yield$5 · $144 a year on $10k1.44%

−19.9%Worst dropSmaller is better−7.9%

22.7%VolatilityLower is calmer10.2%

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

0–6VIG wins

End-of-day Nov 4, 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

27.1%in top 5

VIG

in top 522.1%

WDGFStockVIG

5.9%LMTnot top 5

5.5%PLTRnot top 5

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot 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 4, 2026 · share of each fund

WDGF vs VIG Returns, Every Period

WisdomTreeWDGF

−4.8%

past year

VIGVanguard

+18.9%

past year

WDGFVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WDGF vs VYM

YTD

WisdomTreeWDGF

−1.9%

VYMVanguard

+17.2%

−1.9%Year to date+17.2%

−19.9%Worst drop · 1Y−6.7%

22.7%Volatility · 1Y10.1%

0.1%Yield2.2%

$5.4MAssets$78.9B

4–0VYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

WDGF0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WDGF, VIG, VYM

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

VIG1.44%$144

WDGF0.05%$5

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

VIG$144 − $4 = $140

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WDGF, VIG, VYM

Today

60.6%most shared, VIG and VYM

WDGFVIGVYM

WDGF—1.7%2.7%

VIG1.7%—60.6%

VYM2.7%60.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

VIGWorst drop−7.9%10.2% vol

WDGFWorst drop−19.9%22.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VYMVIG

+17.2%Year to date+16.4%

2.2%Yield1.4%

+21.2%Past year+18.9%

0.04%Fee0.04%

3–0VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026