Compare · 2 funds side by side · dividends reinvested

DGRW and SPY

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

02 / 04

DGRW and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Quality Dividend Growth FundIncome · Dividend stocks0.28%1.22%+13.0%+14.2%+18.9%+12.0%−8.3%10.5%$16.9B1.5

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%$798B1.5

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: DGRW 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Quality Dividend Growth Fund · $16.9B$17,632

DGRW

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

DGRWMeasureSPY

+13.0%Year to dateJan 1 → Nov 4+13.3%

+14.2%1 yearTotal return+13.4%

+18.9%3 years · per year$10,000 became $16,794 · $19,132+24.1%

+12.0%5 years · per year$10,000 became $17,632 · $18,060+12.6%

0.28%Expense ratio$28 · $9 a year on $10k · lower is better0.09%

1.22%Trailing 12-mo yield$122 · $99 a year on $10k0.99%

−8.3%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

DGRW vs SPY: Top 5 Holdings

Today

DGRW

26.6%in top 5

SPY

in top 527.3%

DGRWStockSPY

7.9%NVDA7.7%

7.8%MSFT5.9%

4.5%AAPL7.4%

not top 5AMZN3.8%

3.2%KOnot top 5

3.1%METAnot top 5

not top 5GOOGL2.5%

Held in common51.3%

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

DGRW vs SPY Returns, Every Period

WisdomTreeDGRW

+12.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DGRWSPYFaded: behind in that period

1–3SPY wins

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

Income vs Core: DGRW vs SPY

YTD

WisdomTreeDGRW

+13.0%

SPYSPDR

+13.3%

+13.0%Year to date+13.3%

−8.3%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y12.9%

1.2%Yield1.0%

$16.9BAssets$798B

3–1DGRW wins

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

Cost, Income and Risk

Fees: DGRW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DGRW0.28%$28

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

Yields: DGRW, SPY

1.22%highest, DGRW

FundTrailing yieldYield$10k

DGRW1.22%$122

SPY0.99%$99

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

Income After Fees on $10,000

$94most kept, DGRW

DGRW$122 − $28 = $94

SPY$99 − $9 = $90

KeptFee

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

Overlap: DGRW, SPY

Today

51.3%most shared, DGRW and SPY

DGRWSPY

DGRW—51.3%

SPY51.3%—

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

Return vs Bumpiness: 2 ETFs

+14.2%DGRW, at 10.5% volatility

DGRWWorst drop−8.3%10.5% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

DGRWSPY

+13.0%Year to date+13.3%

1.2%Yield1.0%

+14.2%Past year+13.4%

0.28%Fee0.09%

2–2level

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026