VIG vs DON

AVIG

BDON

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · DON $15,346

Lowest cost0.04%VIG · $4 on $10k

Most income1.87%DON · $187 on $10k

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

Held in common3.2%VIG and DON

VIG

DON

Vanguard Dividend Appreciation ETF · $109BWisdomTree U.S. MidCap Dividend Fund · $4.0B

+20.6%3 years · per year$17,533 · $15,949+16.8%

+11.2%5 years · per year$17,005 · $15,346+8.9%

0.04%Expense ratio$4 · $38 on $10k · lower wins0.38%

1.44%12-mo yield$144 · $187 on $10k1.87%

−7.9%Worst dropSmaller wins−9.1%

10.2%VolatilityLower wins12.0%

5–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · DON

0.1%RGLD0.3%

0.1%RS0.6%

0.1%SNA0.8%

0.1%ITT0.3%

Held in common3.2%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

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

VIG vs DON

VIG

Vanguard Dividend Appreciation

$17,005

DON

WisdomTree U.S. MidCap Dividend Fund

$15,347

MeasureVIGDON

Fee0.04%0.38%

Cost on $10k a year$4$38

Yield1.44%1.87%

5 years, per year+11.2%+8.9%

3 years, per year+20.6%+16.8%

Worst drop · 1Y−7.9%−9.1%

Volatility · 1Y10.2%12.0%

5–1measures won
VIG first

3.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: VIG, DON

Today

3.2%most shared, VIG and DON

VIGDON

VIG—3.2%

DON3.2%—

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

VIG$144 − $4 = $140

KeptFee

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