Compare · 2 funds side by side · dividends reinvested

DFJ and SPYM

DFJWisdomTree×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · best of the two

Story of the two · IncomeMost incomeDFJ · 2.48% · $248 a year on $10k

Story of the two · RiskSmallest drop

DFJ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.4

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.48%+17.4%+22.5%+21.0%+10.9%−13.0%18.2%$429M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFJ 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Japan SmallCap Dividend Fund · $429M$16,772

DFJ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

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

DFJMeasureSPYM

+17.4%

More Ways to See the Pairs

DFJ vs SPYM: Top 5 Holdings

Today

DFJ

2.5%in top 5

SPYM

in top 526.8%

DFJStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DFJ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFJ0.58%$58

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFJ, SPYM

1Y

2.48%highest, DFJ

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+22.5%1 yearTotal return+11.6%

+21.0%3 years · per year$10,000 became $17,723 · $17,930+21.5%

+10.9%5 years · per year$10,000 became $16,772 · $17,277+11.6%

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

2.48%Trailing 12-mo yield$248 · $103 a year on $10k1.03%

−13.0%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%4114.Tnot top 5

0.5%9076.Tnot top 5

0.5%7278.Tnot top 5

0.5%4401.Tnot top 5

0.5%1719.Tnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFJ vs SPYM Returns, Every Period

5Y

WisdomTreeDFJ

+10.9%

5 years, per year

SPYMSPDR

+11.6%

5 years, per year

DFJSPYMFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: DFJ vs SPYM

YTD

WisdomTreeDFJ

+17.4%

SPYMSPDR

+11.5%

+17.4%Year to date+11.5%

−13.0%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y13.7%

2.5%Yield1.0%

$429MAssets$186B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFJ2.48%$248

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$190most kept, DFJ

DFJ$248 − $58 = $190

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFJ, SPYM

Today

0.0%most shared, DFJ and SPYM

DFJSPYM

DFJ—0.0%

SPYM0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.5%DFJ, at 18.2% volatility

SPYMWorst drop−8.9%13.7% vol

DFJWorst drop−13.0%18.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFJSPYM

+17.4%Year to date+11.5%

2.5%Yield1.0%

+22.5%Past year+11.6%

0.58%Fee0.02%

3–1DFJ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DFJ and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two