DON vs VIG

ADON

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · DON $15,346

Lowest cost0.04%VIG · $4 on $10k

Most income1.87%DON · $187 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.2%DON and VIG

DON

VIG

WisdomTree U.S. MidCap Dividend Fund · $4.0BVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,949 · $17,533+20.6%

+8.9%5 years · per year$15,346 · $17,005+11.2%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

1.87%12-mo yield$187 · $144 on $10k1.44%

−9.1%Worst dropSmaller wins−7.9%

12.0%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · VIG

0.3%RGLD0.1%

0.6%RS0.1%

0.8%SNA0.1%

0.3%ITT0.1%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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 VIG

DON

WisdomTree U.S. MidCap Dividend Fund

$15,347

VIG

Vanguard Dividend Appreciation

$17,005

MeasureDONVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield1.87%1.44%

5 years, per year+8.9%+11.2%

3 years, per year+16.8%+20.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y12.0%10.2%

5–1measures won
VIG first

3.2%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DON, VIG

Today

3.2%most shared, DON and VIG

DONVIG

DON—3.2%

VIG3.2%—

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

VIG$144 − $4 = $140

KeptFee

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