WDGF vs VT

AWDGF

BVT

Measures won0–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT

Lowest cost0.06%VT · $6 on $10k

Most income1.55%VT · $155 on $10k

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

Held in common1.5%WDGF and VT

WDGF

WisdomTree Global Defense Fund · $5MVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,661+20.9%

[…]5 years · per year[…] · $15,957+9.8%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.05%12-mo yield$5 · $155 on $10k1.55%

−21.1%Worst dropSmaller wins−9.7%

23.6%VolatilityLower wins14.9%

0–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDGF · VT

5.1%PLTR0.4%

5.1%RTX0.2%

2.3%RR.L0.1%

2.3%BA0.1%

Held in common1.5%

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

WDGF vs VT

WDGF

WisdomTree Global Defense Fund

[…]

Vanguard Total World Stock

$15,957

MeasureWDGFVT

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.05%1.55%

5 years, per year[…]+9.8%

3 years, per year[…]+20.9%

Worst drop · 1Y−21.1%−9.7%

Volatility · 1Y23.6%14.9%

4–0measures won
VT first

1.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: WDGF, VT, DRAM

Today

3.2%most shared, VT and DRAM

WDGFVTDRAM

WDGF—1.5%0.0%

VT1.5%—3.2%

DRAM0.0%3.2%—

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

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

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