DWM vs VT

ADWM

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$16,205DWM · VT $15,576

Lowest cost0.03%VEA · $3 on $10k

Most income2.74%DWM · $274 on $10k

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

Held in common15.6%DWM and VT

DWM

WisdomTree International Equity Fund · $651MVanguard Total World Stock ETF · $81.8B

+19.6%3 years · per year$17,101 · $17,695+21.0%

+10.1%5 years · per year$16,205 · $15,576+9.3%

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

2.74%12-mo yield$274 · $159 on $10k1.59%

−10.9%Worst dropSmaller wins−9.7%

15.1%VolatilityLower wins14.7%

2–4VT wins

$10,000 · 5 yearsAll three, one 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 5, 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	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$651M
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B

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

All Three

5Y3 funds

#
1	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.74%	−2.6%	+8.4%	+14.2%	+19.6%	+10.1%	−10.9%	$651M
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B

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

DWM vs VT

DWM

WisdomTree International Equity Fund

$16,205

Vanguard Total World Stock

$15,576

MeasureDWMVT

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield2.74%1.59%

5 years, per year+10.1%+9.3%

3 years, per year+19.6%+21.0%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y15.1%14.7%

4–2measures won
VT first

15.6%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DWM, VT, VEA

Today

50.3%most shared, DWM and VEA

DWMVTVEA

DWM—15.6%50.3%

VT15.6%—23.3%

VEA50.3%23.3%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

DWM$274 − $48 = $226

VT$159 − $6 = $153

KeptFee

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