Compare · 2 funds side by side · dividends reinvested

DES and XLF

DESWisdomTree×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,503XLF · best of the two

02 / 04

DES and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.4%+21.8%+15.7%+6.7%−8.7%14.6%$2.1B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DES 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,859

DES

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DESMeasureXLF

+17.4%Year to dateJan 1 → Nov 5+6.3%

+21.8%1 yearTotal return+11.4%

+15.7%3 years · per year$10,000 became $15,487 · $18,620+23.0%

+6.7%5 years · per year$10,000 became $13,859 · $15,503+9.2%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.34%Trailing 12-mo yield$234 · $144 a year on $10k1.44%

−8.7%Worst dropSmaller is better−14.8%

14.6%VolatilityLower is calmer15.3%

DESXLF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DES wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DES vs XLF: Top 5 Holdings

Today

DES

5.5%in top 5

XLF

in top 543.7%

DESStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DES vs XLF Returns, Every Period

WisdomTreeDES

+6.7%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

DESXLFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Sector: DES vs XLF

YTD

WisdomTreeDES

+17.4%

XLFSPDR

+6.3%

+17.4%Year to date+6.3%

−8.7%Worst drop · 1Y−14.8%

14.6%Volatility · 1Y15.3%

2.3%Yield1.4%

$2.1BAssets$53.8B

4–0DES wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DES, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DES0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DES, XLF

2.34%highest, DES

FundTrailing yieldYield$10k

DES2.34%$234

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, DES

DES$234 − $38 = $196

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DES, XLF

Today

0.0%most shared, DES and XLF

DESXLF

DES—0.0%

XLF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.8%DES, at 14.6% volatility

DESWorst drop−8.7%14.6% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DESXLF

+17.4%Year to date+6.3%

2.3%Yield1.4%

+21.8%Past year+11.4%

0.38%Fee0.08%

3–1DES wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026