Compare · 2 funds side by side · dividends reinvested

WDTE and VTV

WDTEDefiance×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,865VTV · best of the two

02 / 04

WDTE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

S&P 500 Weekly Distribution ETFUS Stock Styles · Large cap1.03%33.80%+10.8%+12.7%+14.0%[…]−7.6%12.6%$67M1.9

Rank among the two1st → 2ndFee, 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: WDTE 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

S&P 500 Weekly Distribution ETF · $67M[…]

WDTE

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested

WDTEMeasureVTV

+10.8%Year to dateJan 1 → Nov 9+20.9%

+12.7%1 yearTotal return+25.4%

+14.0%3 years · per year$10,000 became $14,817 · $17,700+21.0%

[…]5 years · per year$10,000 became […] · $17,865+12.3%

1.03%Expense ratio$103 · $3 a year on $10k · lower is better0.03%

33.80%Trailing 12-mo yield$3,380 · $183 a year on $10k1.83%

−7.6%Worst dropSmaller is better−6.4%

12.6%VolatilityLower is calmer10.8%

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

1–6VTV wins

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

More Ways to See the Pairs

WDTE vs VTV: Top 5 Holdings

Today

WDTE

[…]in top 5

VTV

in top 515.8%

WDTEStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common[…]

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

WDTE vs VTV Returns, Every Period

DefianceWDTE

+12.7%

past year

VTVVanguard

+25.4%

past year

WDTEVTVFaded: behind in that period

0–3VTV wins

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

WDTE vs VTV

YTD

DefianceWDTE

+10.8%

VTVVanguard

+20.9%

+10.8%Year to date+20.9%

−7.6%Worst drop · 1Y−6.4%

12.6%Volatility · 1Y10.8%

33.8%Yield1.8%

$67.0MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: WDTE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

WDTE1.03%$103

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

Yields: WDTE, VTV

33.80%highest, WDTE

FundTrailing yieldYield$10k

WDTE33.80%$3,380

VTV1.83%$183

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

Income After Fees on $10,000

$3,277most kept, WDTE

WDTE$3,380 − $103 = $3,277

VTV$183 − $3 = $180

KeptFee

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

Overlap: WDTE, VTV

Today

[…]holdings […]

WDTEVTV

WDTE—[…]

VTV[…]—

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

Return vs Bumpiness: 2 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

WDTEWorst drop−7.6%12.6% vol

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

Paid More vs Made More

YTD

WDTEVTV

+10.8%Year to date+20.9%

33.8%Yield1.8%

+12.7%Past year+25.4%

1.03%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026