WTMF vs VIG

AWTMF

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.10%WTMF · $810 on $10k

Smallest drop−5.8%WTMF · worst fall in 1Y

Held in common0.0%WTMF and VIG

WTMF

VIG

WisdomTree Managed Futures Strategy Fund · $262MVanguard Dividend Appreciation ETF · $109B

+9.9%3 years · per year$13,272 · $16,669+18.6%

+6.2%5 years · per year$13,479 · $16,243+10.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

8.10%12-mo yield$810 · $150 on $10k1.50%

−5.8%Worst dropSmaller wins−7.9%

10.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWTMF · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AWTMF	WisdomTree Managed Futures Strategy FundRead Desk	0.65%	8.10%	+0.2%	+9.2%	+10.6%	+9.9%	+6.2%	−5.8%	$262M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AWTMF	WisdomTree Managed Futures Strategy FundRead Desk	0.65%	8.10%	+0.2%	+9.2%	+10.6%	+9.9%	+6.2%	−5.8%	$262M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTMF vs VIG

WTMF

WisdomTree Managed Futures Strategy Fund

$13,479

VIG

Vanguard Dividend Appreciation

$16,243

MeasureWTMFVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield8.10%1.50%

5 years, per year+6.2%+10.2%

3 years, per year+9.9%+18.6%

Worst drop · 1Y−5.8%−7.9%

Volatility · 1Y10.6%10.8%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WTMF, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

WTMFVIGSCHD

WTMF—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$745most kept, WTMF

WTMF$810 − $65 = $745

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee