DON vs VYM

ADON

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 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

+15.3%3 years · per year$15,309 · $17,107+19.6%

+8.1%5 years · per year$14,777 · $16,941+11.1%

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

1.92%12-mo yield$192 · $231 on $10k2.31%

−9.1%Worst dropSmaller wins−6.7%

12.3%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

End-of-day Nov 6, 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

$14,777

VYM

Vanguard High Dividend Yield

$16,941

MeasureDONVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield1.92%2.31%

5 years, per year+8.1%+11.1%

3 years, per year+15.3%+19.6%

Worst drop · 1Y−9.1%−6.7%

Volatility · 1Y12.3%10.6%

6–0measures won
VYM first

5.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DON, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

DONVYMSCHD

DON—5.1%4.3%

VYM5.1%—21.9%

SCHD4.3%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

DON$192 − $38 = $154

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee