WDGF vs VYM

AWDGF

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 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[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

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

0.05%12-mo yield$5 · $226 on $10k2.26%

−21.1%Worst dropSmaller wins−6.7%

23.6%VolatilityLower wins10.8%

0–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDGF · VYM

5.1%RTX1.1%

5.6%LMT0.4%

5.3%GD0.4%

5.4%NOC0.3%

Held in common2.7%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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 VYM

WDGF

WisdomTree Global Defense Fund

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureWDGFVYM

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield0.05%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−21.1%−6.7%

Volatility · 1Y23.6%10.8%

4–0measures won
VYM first

2.7%

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%

$122BAssets$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, VYM, DRAM

Today

2.7%most shared, WDGF and VYM

WDGFVYMDRAM

WDGF—2.7%0.0%

VYM2.7%—0.0%

DRAM0.0%0.0%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

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