WDGF vs VYM

AWDGF

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.22%VYM · $222 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.7%WDGF and VYM

WDGF

VYM

WisdomTree Global Defense Fund · $5MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,970+21.6%

[…]5 years · per year[…] · $17,742+12.2%

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

0.05%12-mo yield$5 · $222 on $10k2.22%

−19.9%Worst dropSmaller wins−6.7%

22.7%VolatilityLower wins10.1%

0–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsWDGF · VYM

5.0%RTX1.1%

5.9%LMT0.4%

5.2%GD0.4%

5.3%NOC0.3%

Held in common2.7%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

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

WDGF vs VYM

WDGF

WisdomTree Global Defense Fund

[…]

VYM

Vanguard High Dividend Yield

$17,742

MeasureWDGFVYM

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield0.05%2.22%

5 years, per year[…]+12.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−19.9%−6.7%

Volatility · 1Y22.7%10.1%

4–0measures won
VYM first

2.7%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WDGF, VYM

Today

2.7%most shared, WDGF and VYM

WDGFVYM

WDGF—2.7%

VYM2.7%—

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

WDGF$5 − $45 = −$40

KeptFee

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