Compare · 3 funds side by side · dividends reinvested

WDGF, VYM and SMH

WDGFWisdomTree×VYMVanguard×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

WDGF, VYM and SMH, 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%$78.9B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.9%−4.8%[…][…]−19.9%22.7%$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 5, 2026 · returns include dividends · since: WDGF 2025 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

WDGFMeasureVYM

−1.9%Year to dateJan 1 → Nov 5+17.2%

−4.8%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

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

0.05%Trailing 12-mo yield$5 · $222 a year on $10k2.22%

−19.9%Worst dropSmaller is better−6.7%

22.7%VolatilityLower is calmer10.1%

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

0–6VYM wins

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

More Ways to See the Pairs

WDGF vs VYM: Top 5 Holdings

Today

WDGF

27.1%in top 5

VYM

in top 518.2%

WDGFStockVYM

not top 5AVGO6.9%

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 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common2.7%

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

WDGF vs VYM Returns, Every Period

WisdomTreeWDGF

−4.8%

past year

VYMVanguard

+21.2%

past year

WDGFVYMFaded: behind in that period

0–2VYM wins

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

Cost, Income and Risk

Fees: WDGF, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMH0.35%$35

WDGF0.45%$45

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

Yields: WDGF, VYM, SMH

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

SMH0.22%$22

WDGF0.05%$5

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

SMH$22 − $35 = −$13

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, VYM, SMH

Today

9.0%most shared, VYM and SMH

WDGFVYMSMH

WDGF—2.7%0.0%

VYM2.7%—9.0%

SMH0.0%9.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VYMWorst drop−6.7%10.1% vol

WDGFWorst drop−19.9%22.7% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

VYMSMH

+17.2%Year to date+40.0%

2.2%Yield0.2%

+21.2%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 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 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 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 5, 2026