Compare · 3 funds side by side · dividends reinvested

DLN, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,777DLN · best of the three

02 / 04

DLN, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.74%+15.5%+17.8%+21.8%+12.2%−6.1%8.9%$6.4B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DLN 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.4B$17,777

DLN

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 57.2% in common

DLNMeasureSPYM

+15.5%Year to dateJan 1 → Nov 3+11.5%

+17.8%1 yearTotal return+11.9%

+21.8%3 years · per year$10,000 became $18,059 · $19,092+24.1%

+12.2%5 years · per year$10,000 became $17,777 · $17,749+12.2%

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

1.74%Trailing 12-mo yield$174 · $103 a year on $10k1.03%

−6.1%Worst dropSmaller is better−8.9%

8.9%VolatilityLower is calmer12.7%

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

5–2DLN wins

End-of-day Nov 3, 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 527.4%

DLNStockSPYM

3.5%NVDA7.8%

2.5%AAPL7.7%

4.9%MSFT5.9%

not top 5AMZN3.6%

2.8%JPMnot top 5

not top 5GOOGL2.5%

2.4%XOMnot top 5

Held in common57.2%

End-of-day Nov 3, 2026 · share of each fund

DLN vs SPYM Returns, Every Period

WisdomTreeDLN

+12.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

DLNSPYMFaded: behind in that period

2–1DLN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: DLN vs SPYM

YTD

WisdomTreeDLN

+15.5%

SPYMSPDR

+11.5%

+15.5%Year to date+11.5%

−6.1%Worst drop · 1Y−8.9%

8.9%Volatility · 1Y12.7%

1.7%Yield1.0%

$6.4BAssets$185B

4–0DLN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DLN0.28%$28

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DLN, SPYM, SPY

1.74%highest, DLN

FundTrailing yieldYield$10k

DLN1.74%$174

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, DLN

DLN$174 − $28 = $146

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DLN, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DLNSPYMSPY

DLN—57.2%57.3%

SPYM57.2%—99.9%

SPY57.3%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.8%DLN, at 8.9% volatility

DLNWorst drop−6.1%8.9% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DLNSPYM

+15.5%Year to date+11.5%

1.7%Yield1.0%

+17.8%Past year+11.9%

0.28%Fee0.02%

3–1DLN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026