GDMN vs VIG

AGDMN

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income7.54%GDMN · $754 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.1%GDMN and VIG

GDMN

VIG

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · $150MVanguard Dividend Appreciation ETF · $109B

+58.9%3 years · per year$40,137 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

7.54%12-mo yield$754 · $149 on $10k1.49%

−52.0%Worst dropSmaller wins−7.9%

68.8%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMN · VIG

3.7%RGLD0.1%

Held in common0.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.54%	+11.2%	−15.5%	+5.6%	+58.9%	new	−52.0%	$150M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.54%	+11.2%	−15.5%	+5.6%	+58.9%	new	−52.0%	$150M

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

GDMN vs VIG

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureGDMNVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield7.54%1.49%

5 years, per year[…]+10.3%

3 years, per year+58.9%+18.9%

Worst drop · 1Y−52.0%−7.9%

Volatility · 1Y68.8%10.8%

3–2measures won
VIG first

0.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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

Overlap: GDMN, VIG

Today

0.1%most shared, GDMN and VIG

GDMNVIG

GDMN—0.1%

VIG0.1%—

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

Income After Fees on $10,000

$709most kept, GDMN

GDMN$754 − $45 = $709

VIG$149 − $4 = $145

KeptFee

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