Compare · 2 funds side by side · dividends reinvested

DHS and SPY

DHSWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,540DHS · best of the two

02 / 04

DHS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.14%+21.9%+28.1%+21.7%+13.1%−6.3%10.8%$1.7B1.3

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%$798B1.8

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: DHS 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.7B$18,540

DHS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

DHSMeasureSPY

+21.9%Year to dateJan 1 → Nov 4+13.3%

+28.1%1 yearTotal return+13.4%

+21.7%3 years · per year$10,000 became $18,047 · $19,132+24.1%

+13.1%5 years · per year$10,000 became $18,540 · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

3.14%Trailing 12-mo yield$314 · $99 a year on $10k0.99%

−6.3%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer12.9%

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

6–2DHS wins

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

More Ways to See the Pairs

DHS vs SPY: Top 5 Holdings

Today

DHS

21.9%in top 5

SPY

in top 527.3%

DHSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.6%ABBVnot top 5

4.8%MRKnot top 5

4.2%XOMnot top 5

3.9%MOnot top 5

not top 5AMZN3.8%

3.5%PMnot top 5

not top 5GOOGL2.5%

Held in common10.2%

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

DHS vs SPY Returns, Every Period

WisdomTreeDHS

+13.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DHSSPYFaded: behind in that period

3–1DHS wins

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

Income vs Core: DHS vs SPY

YTD

WisdomTreeDHS

+21.9%

SPYSPDR

+13.3%

+21.9%Year to date+13.3%

−6.3%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y12.9%

3.1%Yield1.0%

$1.7BAssets$798B

4–0DHS wins

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

Cost, Income and Risk

Fees: DHS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DHS0.38%$38

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

Yields: DHS, SPY

3.14%highest, DHS

FundTrailing yieldYield$10k

DHS3.14%$314

SPY0.99%$99

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

Income After Fees on $10,000

$276most kept, DHS

DHS$314 − $38 = $276

SPY$99 − $9 = $90

KeptFee

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

Overlap: DHS, SPY

Today

10.2%most shared, DHS and SPY

DHSSPY

DHS—10.2%

SPY10.2%—

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

Return vs Bumpiness: 2 ETFs

+28.1%DHS, at 10.8% volatility

DHSWorst drop−6.3%10.8% 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

DHSSPY

+21.9%Year to date+13.3%

3.1%Yield1.0%

+28.1%Past year+13.4%

0.38%Fee0.09%

3–1DHS 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%

$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