DLN vs VYM

ADLN

BVYM

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$17,394DLN · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.1%DLN · worst fall in 1Y

Held in common61.1%DLN and VYM

DLN

VYM

WisdomTree U.S. LargeCap Dividend Fund · $6.4BVanguard High Dividend Yield ETF · $78.9B

+20.1%3 years · per year$17,302 · $17,107+19.6%

+11.7%5 years · per year$17,394 · $16,941+11.1%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

1.77%12-mo yield$177 · $231 on $10k2.31%

−6.1%Worst dropSmaller wins−6.7%

9.7%VolatilityLower wins10.6%

4–2DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · VYM

2.8%JPM3.8%

2.4%XOM2.8%

2.1%JNJ2.7%

2.0%ABBV2.0%

Held in common61.1%

End-of-day Nov 6, 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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DLN vs VYM

DLN

WisdomTree U.S. LargeCap Dividend Fund

$17,394

VYM

Vanguard High Dividend Yield

$16,941

MeasureDLNVYM

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield1.77%2.31%

5 years, per year+11.7%+11.1%

3 years, per year+20.1%+19.6%

Worst drop · 1Y−6.1%−6.7%

Volatility · 1Y9.7%10.6%

4–2measures won
DLN first

61.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DLN, VYM

Today

61.1%most shared, DLN and VYM

DLNVYM

DLN—61.1%

VYM61.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

DLN$177 − $28 = $149

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee