WTV vs VIG

AWTV

BVIG

Measures won4–2WTV wins · of 6 · 5Y

$10,000 · 5Y$18,803WTV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.02%WTV · $202 on $10k

Smallest drop−7.1%WTV · worst fall in 1Y

Held in common12.3%WTV and VIG

WTV

VIG

WisdomTree U.S. Value Fund · $3.3BVanguard Dividend Appreciation ETF · $109B

+23.3%3 years · per year$18,760 · $16,669+18.6%

+13.5%5 years · per year$18,803 · $16,243+10.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

2.02%12-mo yield$202 · $150 on $10k1.50%

−7.1%Worst dropSmaller wins−7.9%

11.7%VolatilityLower wins10.8%

4–2WTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTV · VIG

1.7%CSCO1.9%

1.8%MRK1.6%

1.2%UNH1.5%

1.0%XOM3.0%

Held in common12.3%

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

Both

5Y2 funds

#			Trend
1	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.02%	−0.7%	+15.5%	+20.0%	+23.3%	+13.5%	−7.1%	$3.3B
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

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

Both

5Y2 funds

#			Trend
1	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.02%	−0.7%	+15.5%	+20.0%	+23.3%	+13.5%	−7.1%	$3.3B
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

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

WTV vs VIG

WTV

WisdomTree U.S. Value Fund

$18,803

VIG

Vanguard Dividend Appreciation

$16,243

MeasureWTVVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.02%1.50%

5 years, per year+13.5%+10.2%

3 years, per year+23.3%+18.6%

Worst drop · 1Y−7.1%−7.9%

Volatility · 1Y11.7%10.8%

4–2measures won
WTV first

12.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: WTV, VIG

Today

12.3%most shared, WTV and VIG

WTVVIG

WTV—12.3%

VIG12.3%—

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

Income After Fees on $10,000

$190most kept, WTV

WTV$202 − $12 = $190

VIG$150 − $4 = $146

KeptFee

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