DON vs DGRO

ADON

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · DON $14,735

Lowest cost0.08%DGRO · $8 on $10k

Most income1.92%DON · $192 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common4.4%DON and DGRO

DON

DGRO

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares Core Dividend Growth ETF · $46.1B

+15.5%3 years · per year$15,425 · $17,770+21.1%

+8.1%5 years · per year$14,735 · $16,941+11.1%

0.38%Expense ratio$38 · $8 on $10k · lower wins0.08%

1.92%12-mo yield$192 · $186 on $10k1.86%

−9.1%Worst dropSmaller wins−6.5%

12.3%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · DGRO

0.6%FNF0.1%

0.8%SNA0.1%

0.6%EWBC0.1%

0.7%WTRG0.1%

Held in common4.4%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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

DON vs DGRO

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

DGRO

iShares Core Dividend Growth

$16,941

MeasureDONDGRO

Fee0.38%0.08%

Cost on $10k a year$38$8

Yield1.92%1.86%

5 years, per year+8.1%+11.1%

3 years, per year+15.5%+21.1%

Worst drop · 1Y−9.1%−6.5%

Volatility · 1Y12.3%10.2%

5–0measures won
DGRO first

4.4%

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%

$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

Overlap: DON, DGRO

Today

4.4%most shared, DON and DGRO

DONDGRO

DON—4.4%

DGRO4.4%—

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

DON$192 − $38 = $154

KeptFee

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