DON vs VTI

ADON

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI · DON $14,845

Lowest cost0.03%VTI · $3 on $10k

Most income1.88%DON · $188 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common3.2%DON and VTI

DON

VTI

WisdomTree U.S. MidCap Dividend Fund · $4.0BVanguard Morningstar Total Stock Market ETF · $689B

+15.2%3 years · per year$15,297 · $18,090+21.8%

+8.2%5 years · per year$14,845 · $16,697+10.8%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.88%12-mo yield$188 · $106 on $10k1.06%

−9.1%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.9%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · VTI

0.3%Q0.0%

0.2%ENTG0.0%

1.6%VTRS0.0%

1.0%OMC0.0%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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 VTI

DON

WisdomTree U.S. MidCap Dividend Fund

$14,845

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureDONVTI

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.88%1.06%

5 years, per year+8.2%+10.8%

3 years, per year+15.2%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.5%13.9%

4–2measures won
VTI first

3.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DON, VTI

Today

3.2%most shared, DON and VTI

DONVTI

DON—3.2%

VTI3.2%—

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

Income After Fees on $10,000

$150most kept, DON

DON$188 − $38 = $150

VTI$106 − $3 = $103

KeptFee

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