DON vs SMLF

ADON

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VTV · $3 on $10k

Most income1.88%DON · $188 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common24.3%DON and SMLF

DON

SMLF

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+15.2%3 years · per year$15,297 · $17,876+21.4%

+8.2%5 years · per year$14,845 · $15,942+9.8%

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

1.88%12-mo yield$188 · $98 on $10k0.98%

−9.1%Worst dropSmaller wins−8.7%

12.5%VolatilityLower wins17.5%

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%

0.7%DD0.4%

Held in common24.3%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
4	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
4	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 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

$14,845

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureDONSMLF

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.88%0.98%

5 years, per year+8.2%+9.8%

3 years, per year+15.2%+21.4%

Worst drop · 1Y−9.1%−8.7%

Volatility · 1Y12.5%17.5%

4–2measures won
SMLF first

24.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DON, SMLF, VTV, VUG

Today

24.3%most shared, DON and SMLF

DONSMLFVTVVUG

DON—24.3%0.1%0.0%

SMLF24.3%—0.1%0.3%

VTV0.1%0.1%—1.9%

VUG0.0%0.3%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DON$188 − $38 = $150

SMLF$98 − $15 = $83

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee