DON vs IWF

ADON

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DON $14,735

Lowest cost0.18%IWF · $18 on $10k

Most income1.92%DON · $192 on $10k

Smallest drop−9.1%DON · worst fall in 1Y

Held in common0.4%DON and IWF

DON

IWF

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares Russell 1000 Growth ETF · $121B

+15.5%3 years · per year$15,425 · $17,073+19.5%

+8.1%5 years · per year$14,735 · $15,330+8.9%

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

1.92%12-mo yield$192 · $39 on $10k0.39%

−9.1%Worst dropSmaller wins−14.6%

12.3%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDON · IWF

0.2%CRS0.0%

0.2%MUSA0.0%

0.5%EQH0.0%

0.1%AEIS0.0%

Held in common0.4%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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 IWF

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

IWF

iShares Russell 1000 Growth

$15,330

MeasureDONIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield1.92%0.39%

5 years, per year+8.1%+8.9%

3 years, per year+15.5%+19.5%

Worst drop · 1Y−9.1%−14.6%

Volatility · 1Y12.3%19.3%

3–3measures won
level

0.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

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, IWF

Today

0.4%most shared, DON and IWF

DONIWF

DON—0.4%

IWF0.4%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IWF$39 − $18 = $21

KeptFee

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