VIG vs DON

AVIG

BDON

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · 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

+18.8%3 years · per year$16,775 · $15,297+15.2%

+10.7%5 years · per year$16,638 · $14,845+8.2%

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

1.46%12-mo yield$146 · $188 on $10k1.88%

−7.9%Worst dropSmaller wins−9.1%

11.0%VolatilityLower wins12.5%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · DON

0.1%RGLD0.4%

0.1%RS0.6%

0.1%SNA0.9%

0.1%ITT0.3%

Held in common3.2%

End-of-day Nov 9, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 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

$16,638

DON

WisdomTree U.S. MidCap Dividend Fund

$14,845

MeasureVIGDON

Fee0.04%0.38%

Cost on $10k a year$4$38

Yield1.46%1.88%

5 years, per year+10.7%+8.2%

3 years, per year+18.8%+15.2%

Worst drop · 1Y−7.9%−9.1%

Volatility · 1Y11.0%12.5%

5–1measures won
VIG first

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, DON, SCHD

Today

14.5%most shared, VIG and SCHD

VIGDONSCHD

VIG—3.2%14.5%

DON3.2%—4.3%

SCHD14.5%4.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DON$188 − $38 = $150

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee