DON vs SMLF

ADON

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common24.0%DON and SMLF

DON

SMLF

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+15.5%3 years · per year$15,425 · $17,700+21.0%

+8.1%5 years · per year$14,735 · $15,777+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 wins17.4%

2–4SMLF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDON · SMLF

0.6%RS0.6%

1.3%HAS0.5%

0.6%EWBC0.4%

0.6%DD0.4%

Held in common24.0%

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
4	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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
4	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 SMLF

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

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+15.5%+21.0%

Worst drop · 1Y−9.1%−8.7%

Volatility · 1Y12.3%17.4%

4–2measures won
SMLF first

24.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DON, SMLF, SCHD, VIG

Today

24.0%most shared, DON and SMLF

DONSMLFSCHDVIG

DON—24.0%4.3%3.2%

SMLF24.0%—2.6%3.1%

SCHD4.3%2.6%—14.5%

VIG3.2%3.1%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DON$192 − $38 = $154

VIG$149 − $4 = $145

SMLF$102 − $15 = $87

KeptFee

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