Compare · 3 funds side by side · dividends reinvested

DLS, SDIV and JEPI

DLSWisdomTree×SDIVGlobal X×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeSDIV · 10.12% · $1,012 a year on $10k

Story of the three · RiskSmallest drop

DLS, SDIV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.5

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.56%+8.0%+13.0%+18.7%+6.6%−11.0%14.4%$1.0B2.0

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.12%−1.2%+0.1%+12.2%−0.7%−11.8%13.4%$1.1B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: DLS 2006 · SDIV 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International SmallCap Dividend Fund · $1.0B$13,795

DLS

SDIV

Global X - SuperDividend ETF · $1.1B$9,675

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DLS

More Ways to See the Pairs

DLS vs SDIV: Top 5 Holdings

Today

DLS

2.3%in top 5

SDIV

in top 59.0%

DLSStockSDIV

not top 5TFG-R.BK1.9%

not top 5RHI1.9%

not top 5PRGO1.7%

not top 5HAUTO.OL1.7%

not top 5VCT.L

Cost, Income and Risk

Fees: DLS, SDIV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DLS0.58%$58

SDIV0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DLS, SDIV, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SDIV

+8.0%Year to dateJan 1 → Nov 11−1.2%

+13.0%1 yearTotal return+0.1%

+18.7%3 years · per year$10,000 became $16,733 · $14,137+12.2%

+6.6%5 years · per year$10,000 became $13,795 · $9,675−0.7%

0.58%Expense ratio$58 · $58 a year on $10k · lower is better0.58%

3.56%Trailing 12-mo yield$356 · $1,012 a year on $10k10.12%

−11.0%Worst dropSmaller is better−11.8%

14.4%VolatilityLower is calmer13.4%

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

5–2DLS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%

0.5%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%SOLB.BRnot top 5

0.4%2510.HKnot top 5

0.4%ITV.Lnot top 5

Held in common0.8%

End-of-day Nov 11, 2026 · share of each fund

DLS vs SDIV Returns, Every Period

5Y

WisdomTreeDLS

+6.6%

5 years, per year

SDIVGlobal X

−0.7%

5 years, per year

DLSSDIVFaded: behind in that period

4–0DLS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DLS vs SDIV

YTD

WisdomTreeDLS

+8.0%

SDIVGlobal X

−1.2%

+8.0%Year to date−1.2%

−11.0%Worst drop · 1Y−11.8%

14.4%Volatility · 1Y13.4%

3.6%Yield10.1%

$1.0BAssets$1.1B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

10.12%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.12%$1,012

JEPI7.84%$784

DLS3.56%$356

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$954most kept, SDIV

SDIV$1,012 − $58 = $954

JEPI$784 − $35 = $749

DLS$356 − $58 = $298

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DLS, SDIV, JEPI

Today

0.8%most shared, DLS and SDIV

DLSSDIVJEPI

DLS—0.8%0.0%

SDIV0.8%—0.0%

JEPI0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%DLS, at 14.4% volatility

JEPIWorst drop−6.7%9.0% vol

SDIVWorst drop−11.8%13.4% vol

DLSWorst drop−11.0%14.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SDIVJEPI

−1.2%Year to date+8.6%

10.1%Yield7.8%

+0.1%Past year+11.2%

0.58%Fee0.35%

3–1JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DLS, SDIV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three