DON vs IJH

ADON

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,777DON · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.92%DON · $192 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common39.3%DON and IJH

DON

IJH

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares Core S&P Mid-Cap ETF · $121B

+15.3%3 years · per year$15,309 · $15,806+16.5%

+8.1%5 years · per year$14,777 · $13,830+6.7%

0.38%Expense ratio$38 · $5 on $10k · lower wins0.05%

1.92%12-mo yield$192 · $125 on $10k1.25%

−9.1%Worst dropSmaller wins−8.8%

12.3%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDON · IJH

0.6%RS0.6%

1.2%PR0.5%

0.6%EWBC0.5%

0.9%OVV0.5%

Held in common39.3%

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	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

DON vs IJH

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureDONIJH

Fee0.38%0.05%

Cost on $10k a year$38$5

Yield1.92%1.25%

5 years, per year+8.1%+6.7%

3 years, per year+15.3%+16.5%

Worst drop · 1Y−9.1%−8.8%

Volatility · 1Y12.3%15.5%

3–3measures won
level

39.3%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DON, IJH

Today

39.3%most shared, DON and IJH

DONIJH

DON—39.3%

IJH39.3%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IJH$125 − $5 = $120

KeptFee

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