DFE vs DLS · Compare Desk

ADFE

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · DFE $12,541

Lowest cost0.04%VYM · $4 on $10k

Most income4.03%DFE · $403 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%DFE and VYM

DFE vs VYM

DFE

VYM

WisdomTree Europe SmallCap Dividend Fund · $161MVanguard High Dividend Yield ETF · $78.9B

+19.3%3 years · per year$16,983 · $17,266+20.0%

+4.6%5 years · per year$12,541 · $17,002+11.2%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

4.03%12-mo yield$403 · $230 on $10k2.30%

−11.4%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFE · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	4.03%	−1.9%	+7.4%	+15.8%	+19.3%	+4.6%	−11.4%	$161M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	4.03%	−1.9%	+7.4%	+15.8%	+19.3%	+4.6%	−11.4%	$161M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFE vs VYM

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,541

VYM

Vanguard High Dividend Yield

$17,002

MeasureDFEVYM

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield4.03%2.30%

5 years, per year+4.6%+11.2%

3 years, per year+19.3%+20.0%

Worst drop · 1Y−11.4%−6.7%

Volatility · 1Y15.3%10.6%

5–1measures won
VYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFE, VYM

Today

0.0%most shared, DFE and VYM

DFEVYM

DFE—0.0%

VYM0.0%—

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

Income After Fees on $10,000

$345most kept, DFE

DFE$403 − $58 = $345

VYM$230 − $4 = $226

KeptFee

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