DTD vs VIG

ADTD

BVIG

Measures won5–1DTD wins · of 6 · 5Y

$10,000 · 5Y$17,109DTD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.85%DTD · $185 on $10k

Smallest drop−6.3%DTD · worst fall in 1Y

Held in common52.1%DTD and VIG

DTD

VIG

WisdomTree U.S. Total Dividend Fund · $1.7BVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,125 · $16,669+18.6%

+11.3%5 years · per year$17,109 · $16,243+10.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

1.85%12-mo yield$185 · $150 on $10k1.50%

−6.3%Worst dropSmaller wins−7.9%

9.8%VolatilityLower wins10.8%

5–1DTD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDTD · VIG

4.2%MSFT4.9%

2.6%JPM3.9%

2.4%AAPL4.9%

2.2%XOM3.0%

Held in common52.1%

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

Both

5Y2 funds

#			Trend
1	ADTD	WisdomTree U.S. Total Dividend FundRead Desk		0.28%	1.85%	−0.2%	+13.3%	+16.2%	+19.6%	+11.3%	−6.3%	$1.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	ADTD	WisdomTree U.S. Total Dividend FundRead Desk		0.28%	1.85%	−0.2%	+13.3%	+16.2%	+19.6%	+11.3%	−6.3%	$1.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

DTD vs VIG

DTD

WisdomTree U.S. Total Dividend Fund

$17,109

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDTDVIG

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield1.85%1.50%

5 years, per year+11.3%+10.2%

3 years, per year+19.6%+18.6%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y9.8%10.8%

5–1measures won
DTD first

52.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DTD, VIG

Today

52.1%most shared, DTD and VIG

DTDVIG

DTD—52.1%

VIG52.1%—

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

Income After Fees on $10,000

$157most kept, DTD

DTD$185 − $28 = $157

VIG$150 − $4 = $146

KeptFee

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