Compare · 2 funds side by side · dividends reinvested

DES and XLV

DESWisdomTree×XLVSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,163XLV · best of the two

Story of the two · IncomeMost incomeDES · 2.30% · $230 a year on $10k

Story of the two · RiskSmallest drop

DES and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.5B1.4

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.30%+19.3%+21.1%+14.7%+6.4%−8.7%14.7%$2.1B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: DES 2006 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,639

DES

XLV

State Street Health Care Select Sector SPDR ETF · $50.5B$15,163

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

DESMeasureXLV

+19.3%

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DES vs XLV: Top 5 Holdings

Today

DES

5.5%in top 5

XLV

in top 544.9%

DESStockXLV

not top 5LLY16.8%

not top 5JNJ9.9%

not top 5ABBV7.6%

not top 5MRK5.3%

not top 5UNH5.3%

Cost, Income and Risk

Fees: DES, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

DES0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DES, XLV

1Y

2.30%highest, DES

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+22.8%

+21.1%1 yearTotal return+26.7%

+14.7%3 years · per year$10,000 became $15,110 · $15,385+15.4%

+6.4%5 years · per year$10,000 became $13,639 · $15,163+8.7%

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

2.30%Trailing 12-mo yield$230 · $136 a year on $10k1.36%

−8.7%Worst dropSmaller is better−10.5%

14.7%VolatilityLower is calmer16.8%

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

3–5XLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%TFSLnot top 5

1.2%EPRnot top 5

1.1%NWEnot top 5

1.0%PBFnot top 5

1.0%SONnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DES vs XLV Returns, Every Period

5Y

WisdomTreeDES

+6.4%

5 years, per year

XLVSPDR

+8.7%

5 years, per year

DESXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Sector: DES vs XLV

YTD

WisdomTreeDES

+19.3%

XLVSPDR

+22.8%

+19.3%Year to date+22.8%

−8.7%Worst drop · 1Y−10.5%

14.7%Volatility · 1Y16.8%

2.3%Yield1.4%

$2.1BAssets$50.5B

3–1DES wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

DES2.30%$230

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$192most kept, DES

DES$230 − $38 = $192

XLV$136 − $8 = $128

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DES, XLV

Today

0.0%most shared, DES and XLV

DESXLV

DES—0.0%

XLV0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+26.7%XLV, at 16.8% volatility

DESWorst drop−8.7%14.7% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DESXLV

+19.3%Year to date+22.8%

2.3%Yield1.4%

+21.1%Past year+26.7%

0.38%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DES and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two