Compare · 2 funds side by side · dividends reinvested

DFJ and SPY

DFJWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DFJ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.49%+16.8%+25.2%+20.9%+11.2%−13.0%17.5%$435M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFJ 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $435M$17,038

DFJ

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

DFJMeasureSPY

+16.8%Year to dateJan 1 → Nov 4+13.3%

+25.2%1 yearTotal return+13.4%

+20.9%3 years · per year$10,000 became $17,692 · $19,132+24.1%

+11.2%5 years · per year$10,000 became $17,038 · $18,060+12.6%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

2.49%Trailing 12-mo yield$249 · $99 a year on $10k0.99%

−13.0%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer12.9%

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

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFJ vs SPY: Top 5 Holdings

Today

DFJ

2.5%in top 5

SPY

in top 527.3%

DFJStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%4114.Tnot top 5

0.5%1961.Tnot top 5

0.5%9076.Tnot top 5

0.5%4401.Tnot top 5

0.5%7278.Tnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFJ vs SPY Returns, Every Period

WisdomTreeDFJ

+11.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DFJSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: DFJ vs SPY

YTD

WisdomTreeDFJ

+16.8%

SPYSPDR

+13.3%

+16.8%Year to date+13.3%

−13.0%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y12.9%

2.5%Yield1.0%

$435MAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFJ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFJ0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFJ, SPY

2.49%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.49%$249

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$191most kept, DFJ

DFJ$249 − $58 = $191

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFJ, SPY

Today

0.0%most shared, DFJ and SPY

DFJSPY

DFJ—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.2%DFJ, at 17.5% volatility

SPYWorst drop−8.9%12.9% vol

DFJWorst drop−13.0%17.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFJSPY

+16.8%Year to date+13.3%

2.5%Yield1.0%

+25.2%Past year+13.4%

0.58%Fee0.09%

3–1DFJ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026