Compare · 2 funds side by side · dividends reinvested

DEW and SPYM

DEWWisdomTree×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,213DEW · best of the two

02 / 04

DEW and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.04%+19.8%+25.3%+22.4%+12.7%−6.3%10.1%$169M1.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: DEW 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $169M$18,213

DEW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

DEWMeasureSPYM

+19.8%Year to dateJan 1 → Nov 6+8.8%

+25.3%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,338 · $18,082+21.8%

+12.7%5 years · per year$10,000 became $18,213 · $17,192+11.4%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

3.04%Trailing 12-mo yield$304 · $105 a year on $10k1.05%

−6.3%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.6%

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

7–1DEW wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEW vs SPYM: Top 5 Holdings

Today

DEW

8.2%in top 5

SPYM

in top 527.8%

DEWStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common8.7%

End-of-day Nov 6, 2026 · share of each fund

DEW vs SPYM Returns, Every Period

WisdomTreeDEW

+12.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DEWSPYMFaded: behind in that period

4–0DEW wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: DEW vs SPYM

YTD

WisdomTreeDEW

+19.8%

SPYMSPDR

+8.8%

+19.8%Year to date+8.8%

−6.3%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

3.0%Yield1.1%

$169MAssets$182B

4–0DEW wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEW, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DEW0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DEW, SPYM

3.04%highest, DEW

FundTrailing yieldYield$10k

DEW3.04%$304

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$246most kept, DEW

DEW$304 − $58 = $246

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DEW, SPYM

Today

8.7%most shared, DEW and SPYM

DEWSPYM

DEW—8.7%

SPYM8.7%—

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

Return vs Bumpiness: 2 ETFs

+25.3%DEW, at 10.1% volatility

DEWWorst drop−6.3%10.1% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DEWSPYM

+19.8%Year to date+8.8%

3.0%Yield1.1%

+25.3%Past year+9.8%

0.58%Fee0.02%

3–1DEW wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026