DON vs VYM

ADON

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · DON $14,735

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common5.1%DON and VYM

DON

VYM

WisdomTree U.S. MidCap Dividend Fund · $4.0BVanguard High Dividend Yield ETF · $78.9B

+15.5%3 years · per year$15,425 · $17,266+20.0%

+8.1%5 years · per year$14,735 · $17,002+11.2%

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

1.92%12-mo yield$192 · $230 on $10k2.30%

−9.1%Worst dropSmaller wins−6.7%

12.3%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · VYM

1.5%VTRS0.1%

1.0%OMC0.1%

0.6%RS0.1%

0.8%SNA0.1%

Held in common5.1%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

VYM

Vanguard High Dividend Yield

$17,002

MeasureDONVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield1.92%2.30%

5 years, per year+8.1%+11.2%

3 years, per year+15.5%+20.0%

Worst drop · 1Y−9.1%−6.7%

Volatility · 1Y12.3%10.6%

6–0measures won
VYM first

5.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DON, VYM

Today

5.1%most shared, DON and VYM

DONVYM

DON—5.1%

VYM5.1%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

DON$192 − $38 = $154

KeptFee

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