Compare · 3 funds side by side · dividends reinvested

DFE, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DFE, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$178B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.08%+6.1%+13.8%+18.7%+4.6%−11.4%15.4%$161M2.5

Rank among the three1st → 3rdFee, 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: DFE 2006 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $161M$12,516

DFE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

DFEMeasureSPYM

+6.1%Year to dateJan 1 → Nov 6+8.8%

+13.8%1 yearTotal return+9.8%

+18.7%3 years · per year$10,000 became $16,724 · $18,082+21.8%

+4.6%5 years · per year$10,000 became $12,516 · $17,192+11.4%

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

4.08%Trailing 12-mo yield$408 · $105 a year on $10k1.05%

−11.4%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

DFE vs SPYM: Top 5 Holdings

Today

DFE

5.6%in top 5

SPYM

in top 527.8%

DFEStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%ODL.OLnot top 5

1.1%BNOR.OLnot top 5

1.0%PNN.Lnot top 5

1.0%HMSO.Lnot top 5

1.0%DNO.OLnot top 5

Held in common0.0%

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

DFE vs SPYM Returns, Every Period

WisdomTreeDFE

+4.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DFESPYMFaded: behind in that period

1–3SPYM wins

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

Income vs Core: DFE vs VOO

YTD

WisdomTreeDFE

+6.1%

VOOVanguard

+8.7%

+6.1%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.5%

4.1%Yield1.1%

$161MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: DFE, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DFE0.58%$58

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

Yields: DFE, SPYM, VOO

4.08%highest, DFE

FundTrailing yieldYield$10k

DFE4.08%$408

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$350most kept, DFE

DFE$408 − $58 = $350

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DFE, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

DFESPYMVOO

DFE—0.0%0.0%

SPYM0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFE, at 15.4% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

DFEWorst drop−11.4%15.4% vol

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

Paid More vs Made More

YTD

DFESPYM

+6.1%Year to date+8.8%

4.1%Yield1.1%

+13.8%Past year+9.8%

0.58%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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