Compare · 2 funds side by side · dividends reinvested

DGRE and SPYM

DGREWisdomTree×SPYMSPDR×

Versus in desk

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

02 / 04

DGRE 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

WisdomTree Emerging Markets Quality Dividend Growth FundIncome · Dividend stocks0.32%1.56%+16.0%+20.5%+20.4%+7.7%−15.5%26.5%$143M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DGRE 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets Quality Dividend Growth Fund · $143M$14,464

DGRE

SPYM

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

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

DGREMeasureSPYM

+16.0%Year to dateJan 1 → Nov 6+8.8%

+20.5%1 yearTotal return+9.8%

+20.4%3 years · per year$10,000 became $17,453 · $18,082+21.8%

+7.7%5 years · per year$10,000 became $14,464 · $17,192+11.4%

0.32%Expense ratio$32 · $2 a year on $10k · lower is better0.02%

1.56%Trailing 12-mo yield$156 · $105 a year on $10k1.05%

−15.5%Worst dropSmaller is better−8.9%

26.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

DGRE vs SPYM: Top 5 Holdings

Today

DGRE

29.6%in top 5

SPYM

in top 527.8%

DGREStockSPYM

10.8%2330.TWnot top 5

8.6%005930.Knot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%000660.Knot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%2454.TWnot top 5

1.4%ICTEFnot top 5

Held in common0.0%

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

DGRE vs SPYM Returns, Every Period

WisdomTreeDGRE

+7.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DGRESPYMFaded: behind in that period

2–2Level

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

Income vs Core: DGRE vs SPYM

YTD

WisdomTreeDGRE

+16.0%

SPYMSPDR

+8.8%

+16.0%Year to date+8.8%

−15.5%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y13.6%

1.6%Yield1.1%

$143MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: DGRE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DGRE0.32%$32

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

Yields: DGRE, SPYM

1.56%highest, DGRE

FundTrailing yieldYield$10k

DGRE1.56%$156

SPYM1.05%$105

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

Income After Fees on $10,000

$124most kept, DGRE

DGRE$156 − $32 = $124

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DGRE, SPYM

Today

0.0%most shared, DGRE and SPYM

DGRESPYM

DGRE—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.5%DGRE, at 26.5% volatility

SPYMWorst drop−8.9%13.6% vol

DGREWorst drop−15.5%26.5% vol

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

Paid More vs Made More

YTD

DGRESPYM

+16.0%Year to date+8.8%

1.6%Yield1.1%

+20.5%Past year+9.8%

0.32%Fee0.02%

3–1DGRE 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