SMLF vs DON

ASMLF

BDON

Measures won4–2SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,777SMLF · DON $14,735

Lowest cost0.15%SMLF · $15 on $10k

Most income1.92%DON · $192 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common24.0%SMLF and DON

SMLF

DON

iShares U.S. Small-Cap Equity Factor ETF · $4.3BWisdomTree U.S. MidCap Dividend Fund · $4.0B

+21.0%3 years · per year$17,700 · $15,425+15.5%

+9.5%5 years · per year$15,777 · $14,735+8.1%

0.15%Expense ratio$15 · $38 on $10k · lower wins0.38%

1.02%12-mo yield$102 · $192 on $10k1.92%

−8.7%Worst dropSmaller wins−9.1%

17.4%VolatilityLower wins12.3%

4–2SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · DON

0.6%RS0.6%

0.5%HAS1.3%

0.4%EWBC0.6%

0.4%DD0.6%

Held in common24.0%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
2	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
2	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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

SMLF vs DON

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

MeasureSMLFDON

Fee0.15%0.38%

Cost on $10k a year$15$38

Yield1.02%1.92%

5 years, per year+9.5%+8.1%

3 years, per year+21.0%+15.5%

Worst drop · 1Y−8.7%−9.1%

Volatility · 1Y17.4%12.3%

4–2measures won
SMLF first

24.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMLF, DON

Today

24.0%most shared, SMLF and DON

SMLFDON

SMLF—24.0%

DON24.0%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

SMLF$102 − $15 = $87

KeptFee

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