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$17,118SPY · 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$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 6, 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$13,598

DLS

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

DLSMeasureSPY

+5.3%Year to dateJan 1 → Nov 6+8.7%

+11.6%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,824 · $18,039+21.7%

+6.3%5 years · per year$10,000 became $13,598 · $17,118+11.3%

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

3.65%Trailing 12-mo yield$365 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

2–6SPY wins

End-of-day Nov 6, 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 527.8%

DLSStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

DLS vs SPY Returns, Every Period

WisdomTreeDLS

+6.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DLSSPYFaded: behind in that period

1–3SPY wins

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

Income vs Core: DLS vs SPY

YTD

WisdomTreeDLS

+5.3%

SPYSPDR

+8.7%

+5.3%Year to date+8.7%

−11.0%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

3.6%Yield1.0%

$1.0BAssets$819B

3–1SPY wins

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

Yields: DLS, SPY

3.65%highest, DLS

FundTrailing yieldYield$10k

DLS3.65%$365

SPY1.03%$103

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

SPY$103 − $9 = $94

KeptFee

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

Return vs Bumpiness: 2 ETFs

+11.6%DLS, at 14.3% volatility

SPYWorst drop−8.9%13.6% vol

DLSWorst drop−11.0%14.3% vol

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

Paid More vs Made More

YTD

DLSSPY

+5.3%Year to date+8.7%

3.6%Yield1.0%

+11.6%Past year+9.7%

0.58%Fee0.09%

2–2level

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