DON vs SMLF

ADON

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · DON $14,777

Lowest cost0.05%IJH · $5 on $10k

Most income1.92%DON · $192 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common24.2%DON and SMLF

DON

SMLF

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares U.S. Small-Cap Equity Factor ETF · $4.1B

+15.3%3 years · per year$15,309 · $17,680+20.9%

+8.1%5 years · per year$14,777 · $15,772+9.5%

0.38%Expense ratio$38 · $15 on $10k · lower wins0.15%

1.92%12-mo yield$192 · $102 on $10k1.02%

−9.1%Worst dropSmaller wins−8.7%

12.3%VolatilityLower wins17.3%

2–4SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · SMLF

0.6%RS0.6%

1.3%HAS0.5%

0.6%EWBC0.4%

0.6%DD0.4%

Held in common24.2%

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

All Three

5Y3 funds

#
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
2	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

All Three

5Y3 funds

#
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
2	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
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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 SMLF

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureDONSMLF

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.92%1.02%

5 years, per year+8.1%+9.5%

3 years, per year+15.3%+20.9%

Worst drop · 1Y−9.1%−8.7%

Volatility · 1Y12.3%17.3%

4–2measures won
SMLF first

24.2%

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, SMLF, IJH

Today

40.4%most shared, SMLF and IJH

DONSMLFIJH

DON—24.2%39.3%

SMLF24.2%—40.4%

IJH39.3%40.4%—

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$126 − $5 = $121

SMLF$102 − $15 = $87

KeptFee

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