DON vs SMLF

ADON

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHD $16,881

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · 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 · $4.3B

+16.8%3 years · per year$15,949 · $18,634+23.1%

+8.9%5 years · per year$15,346 · $16,794+10.9%

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

1.87%12-mo yield$187 · $98 on $10k0.98%

−9.1%Worst dropSmaller wins−8.7%

12.0%VolatilityLower wins16.9%

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 common24.2%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
4	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
4	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

End-of-day Nov 4, 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

$15,347

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureDONSMLF

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.87%0.98%

5 years, per year+8.9%+10.9%

3 years, per year+16.8%+23.1%

Worst drop · 1Y−9.1%−8.7%

Volatility · 1Y12.0%16.9%

4–2measures won
SMLF first

24.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DON, SMLF, VUG, SCHD

Today

24.2%most shared, DON and SMLF

DONSMLFVUGSCHD

DON—24.2%0.0%4.3%

SMLF24.2%—0.3%2.7%

VUG0.0%0.3%—0.8%

SCHD4.3%2.7%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DON$187 − $38 = $149

SMLF$98 − $15 = $83

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee