DWM vs VT

ADWM

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$16,783DWM · VT $16,384

Lowest cost0.06%VT · $6 on $10k

Most income2.67%DWM · $267 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common15.6%DWM and VT

DWM

WisdomTree International Equity Fund · $653MVanguard Total World Stock ETF · $81.8B

+20.7%3 years · per year$17,574 · $18,538+22.8%

+10.9%5 years · per year$16,783 · $16,384+10.4%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

2.67%12-mo yield$267 · $153 on $10k1.53%

−10.9%Worst dropSmaller wins−9.7%

14.8%VolatilityLower wins14.1%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWM · VT

0.7%ASML.AS0.6%

1.3%HSBA.L0.3%

1.5%SHEL.L0.2%

1.2%NOVN.SW0.2%

Held in common15.6%

End-of-day Nov 4, 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	ADWM	WisdomTree International Equity FundRead Desk		0.48%	2.67%	+2.7%	+11.3%	+16.2%	+20.7%	+10.9%	−10.9%	$653M
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADWM	WisdomTree International Equity FundRead Desk		0.48%	2.67%	+2.7%	+11.3%	+16.2%	+20.7%	+10.9%	−10.9%	$653M
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DWM vs VT

DWM

WisdomTree International Equity Fund

$16,783

Vanguard Total World Stock

$16,384

MeasureDWMVT

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield2.67%1.53%

5 years, per year+10.9%+10.4%

3 years, per year+20.7%+22.8%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y14.8%14.1%

4–2measures won
VT first

15.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DWM, VT

Today

15.6%most shared, DWM and VT

DWMVT

DWM—15.6%

VT15.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$219most kept, DWM

DWM$267 − $48 = $219

VT$153 − $6 = $147

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee