Compare · 2 funds side by side · dividends reinvested

DLN and SPY

DLNWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,210DLN · best of the two

02 / 04

DLN and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.71%+17.4%+20.2%+22.0%+12.7%−6.1%9.0%$6.4B1.3

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: DLN 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$18,210

DLN

SPY

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

$10,000 five years ago, dividends reinvested · they hold 57.7% in common

DLNMeasureSPY

+17.4%Year to dateJan 1 → Nov 4+13.3%

+20.2%1 yearTotal return+13.4%

+22.0%3 years · per year$10,000 became $18,151 · $19,132+24.1%

+12.7%5 years · per year$10,000 became $18,210 · $18,060+12.6%

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

1.71%Trailing 12-mo yield$171 · $99 a year on $10k0.99%

−6.1%Worst dropSmaller is better−8.9%

9.0%VolatilityLower is calmer12.9%

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

6–2DLN wins

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

More Ways to See the Pairs

DLN vs SPY: Top 5 Holdings

Today

DLN

16.2%in top 5

SPY

in top 527.3%

DLNStockSPY

3.5%NVDA7.7%

2.5%AAPL7.4%

4.9%MSFT5.9%

not top 5AMZN3.8%

2.8%JPMnot top 5

not top 5GOOGL2.5%

2.4%XOMnot top 5

Held in common57.7%

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

DLN vs SPY Returns, Every Period

WisdomTreeDLN

+12.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DLNSPYFaded: behind in that period

3–1DLN wins

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

Income vs Core: DLN vs SPY

YTD

WisdomTreeDLN

+17.4%

SPYSPDR

+13.3%

+17.4%Year to date+13.3%

−6.1%Worst drop · 1Y−8.9%

9.0%Volatility · 1Y12.9%

1.7%Yield1.0%

$6.4BAssets$798B

4–0DLN wins

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

Cost, Income and Risk

Fees: DLN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DLN0.28%$28

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

Yields: DLN, SPY

1.71%highest, DLN

FundTrailing yieldYield$10k

DLN1.71%$171

SPY0.99%$99

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

Income After Fees on $10,000

$143most kept, DLN

DLN$171 − $28 = $143

SPY$99 − $9 = $90

KeptFee

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

Overlap: DLN, SPY

Today

57.7%most shared, DLN and SPY

DLNSPY

DLN—57.7%

SPY57.7%—

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

Return vs Bumpiness: 2 ETFs

+20.2%DLN, at 9.0% volatility

DLNWorst drop−6.1%9.0% 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

DLNSPY

+17.4%Year to date+13.3%

1.7%Yield1.0%

+20.2%Past year+13.4%

0.28%Fee0.09%

3–1DLN 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