DON vs VTV

ADON

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DON $14,735

Lowest cost0.03%VTV · $3 on $10k

Most income1.92%DON · $192 on $10k

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

Held in common0.1%DON and VTV

DON

VTV

WisdomTree U.S. MidCap Dividend Fund · $4.0BVanguard Morningstar Value ETF · $184B

+15.5%3 years · per year$15,425 · $17,832+21.3%

+8.1%5 years · per year$14,735 · $17,626+12.0%

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

1.92%12-mo yield$192 · $186 on $10k1.86%

−9.1%Worst dropSmaller wins−6.4%

12.3%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · VTV

0.8%SNA0.1%

0.3%Q0.0%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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 VTV

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

VTV

Vanguard Morningstar Value

$17,626

MeasureDONVTV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.92%1.86%

5 years, per year+8.1%+12.0%

3 years, per year+15.5%+21.3%

Worst drop · 1Y−9.1%−6.4%

Volatility · 1Y12.3%10.7%

5–0measures won
VTV first

0.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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

Overlap: DON, VTV

Today

0.1%most shared, DON and VTV

DONVTV

DON—0.1%

VTV0.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DON$192 − $38 = $154

KeptFee

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