Compare · 2 funds side by side · dividends reinvested

DLS and SPY

DLSWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DLS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$798B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.53%+8.8%+14.3%+20.9%+7.1%−11.0%14.0%$1.0B1.8

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: DLS 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$14,081

DLS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DLSMeasureSPY

+8.8%Year to dateJan 1 → Nov 4+13.3%

+14.3%1 yearTotal return+13.4%

+20.9%3 years · per year$10,000 became $17,659 · $19,132+24.1%

+7.1%5 years · per year$10,000 became $14,081 · $18,060+12.6%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

3.53%Trailing 12-mo yield$353 · $99 a year on $10k0.99%

−11.0%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.9%

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

2–6SPY wins

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

More Ways to See the Pairs

DLS vs SPY: Top 5 Holdings

Today

DLS

2.3%in top 5

SPY

in top 527.3%

DLSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%DOFG.OLnot top 5

0.5%NOS.LSnot top 5

0.4%2510.HKnot top 5

0.4%SOLB.BRnot top 5

0.4%ODL.OLnot top 5

Held in common0.0%

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

DLS vs SPY Returns, Every Period

WisdomTreeDLS

+7.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DLSSPYFaded: behind in that period

1–3SPY wins

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

Income vs Core: DLS vs SPY

YTD

WisdomTreeDLS

+8.8%

SPYSPDR

+13.3%

+8.8%Year to date+13.3%

−11.0%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.9%

3.5%Yield1.0%

$1.0BAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: DLS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DLS0.58%$58

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

Yields: DLS, SPY

3.53%highest, DLS

FundTrailing yieldYield$10k

DLS3.53%$353

SPY0.99%$99

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

Income After Fees on $10,000

$295most kept, DLS

DLS$353 − $58 = $295

SPY$99 − $9 = $90

KeptFee

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

Overlap: DLS, SPY

Today

0.0%most shared, DLS and SPY

DLSSPY

DLS—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DLS, at 14.0% volatility

SPYWorst drop−8.9%12.9% vol

DLSWorst drop−11.0%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DLSSPY

+8.8%Year to date+13.3%

3.5%Yield1.0%

+14.3%Past year+13.4%

0.58%Fee0.09%

2–2level

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