Compare · 2 funds side by side · dividends reinvested

WTV and VIG

WTVWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,919WTV · best of the two

02 / 04

WTV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%2.00%+16.3%+21.5%+24.0%+13.6%−7.1%11.7%$3.3B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

Rank among the two1st → 2ndFee, 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: WTV 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Value Fund · $3.3B$18,919

WTV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

WTVMeasureVIG

+16.3%Year to dateJan 1 → Nov 5+12.5%

+21.5%1 yearTotal return+15.2%

+24.0%3 years · per year$10,000 became $19,068 · $16,814+18.9%

+13.6%5 years · per year$10,000 became $18,919 · $16,331+10.3%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

2.00%Trailing 12-mo yield$200 · $149 a year on $10k1.49%

−7.1%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.8%

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

6–2WTV wins

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

More Ways to See the Pairs

WTV vs VIG: Top 5 Holdings

Today

WTV

11.6%in top 5

VIG

in top 522.1%

WTVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.2%NVDAnot top 5

2.5%CVXnot top 5

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

Held in common12.3%

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

WTV vs VIG Returns, Every Period

WisdomTreeWTV

+13.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

WTVVIGFaded: behind in that period

4–0WTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: WTV vs VIG

YTD

WisdomTreeWTV

+16.3%

VIGVanguard

+12.5%

+16.3%Year to date+12.5%

−7.1%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y10.8%

2.0%Yield1.5%

$3.3BAssets$109B

3–1WTV wins

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

Cost, Income and Risk

Fees: WTV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

WTV0.12%$12

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

Yields: WTV, VIG

2.00%highest, WTV

FundTrailing yieldYield$10k

WTV2.00%$200

VIG1.49%$149

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

Income After Fees on $10,000

$188most kept, WTV

WTV$200 − $12 = $188

VIG$149 − $4 = $145

KeptFee

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

Overlap: WTV, VIG

Today

12.3%most shared, WTV and VIG

WTVVIG

WTV—12.3%

VIG12.3%—

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

Return vs Bumpiness: 2 ETFs

+21.5%WTV, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

WTVWorst drop−7.1%11.7% vol

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

Paid More vs Made More

YTD

WTVVIG

+16.3%Year to date+12.5%

2.0%Yield1.5%

+21.5%Past year+15.2%

0.12%Fee0.04%

3–1WTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026