Compare · 2 funds side by side · dividends reinvested

DLN and SPYM

DLNWisdomTree×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,394DLN · best of the two

02 / 04

DLN and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.77%+13.2%+16.0%+20.1%+11.7%−6.1%9.7%$6.4B1.3

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%$182B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DLN 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,394

DLN

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 58.2% in common

DLNMeasureSPYM

+13.2%Year to dateJan 1 → Nov 6+8.8%

+16.0%1 yearTotal return+9.8%

+20.1%3 years · per year$10,000 became $17,302 · $18,082+21.8%

+11.7%5 years · per year$10,000 became $17,394 · $17,192+11.4%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

1.77%Trailing 12-mo yield$177 · $105 a year on $10k1.05%

−6.1%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.6%

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

6–2DLN wins

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

More Ways to See the Pairs

DLN vs SPYM: Top 5 Holdings

Today

DLN

16.2%in top 5

SPYM

in top 527.8%

DLNStockSPYM

2.5%AAPL7.9%

3.5%NVDA6.9%

4.9%MSFT6.3%

not top 5AMZN4.0%

2.8%JPMnot top 5

not top 5GOOGL2.6%

2.4%XOMnot top 5

Held in common58.2%

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

DLN vs SPYM Returns, Every Period

WisdomTreeDLN

+11.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DLNSPYMFaded: behind in that period

3–1DLN wins

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

Income vs Core: DLN vs SPYM

YTD

WisdomTreeDLN

+13.2%

SPYMSPDR

+8.8%

+13.2%Year to date+8.8%

−6.1%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.6%

1.8%Yield1.1%

$6.4BAssets$182B

4–0DLN wins

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

Cost, Income and Risk

Fees: DLN, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DLN0.28%$28

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

Yields: DLN, SPYM

1.77%highest, DLN

FundTrailing yieldYield$10k

DLN1.77%$177

SPYM1.05%$105

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

Income After Fees on $10,000

$149most kept, DLN

DLN$177 − $28 = $149

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DLN, SPYM

Today

58.2%most shared, DLN and SPYM

DLNSPYM

DLN—58.2%

SPYM58.2%—

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

Return vs Bumpiness: 2 ETFs

+16.0%DLN, at 9.7% volatility

DLNWorst drop−6.1%9.7% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DLNSPYM

+13.2%Year to date+8.8%

1.8%Yield1.1%

+16.0%Past year+9.8%

0.28%Fee0.02%

3–1DLN 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