Compare · 3 funds side by side · dividends reinvested

DLS, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DLS, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$1.0B2.5

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International SmallCap Dividend Fund · $1.0B$13,598

DLS

SPYM

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

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

DLSMeasureSPYM

+5.3%Year to dateJan 1 → Nov 6+8.8%

+11.6%1 yearTotal return+9.8%

+18.9%3 years · per year$10,000 became $16,824 · $18,082+21.8%

+6.3%5 years · per year$10,000 became $13,598 · $17,192+11.4%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

3.65%Trailing 12-mo yield$365 · $105 a year on $10k1.05%

−11.0%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

2–6SPYM 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 SPYM: Top 5 Holdings

Today

DLS

2.3%in top 5

SPYM

in top 527.8%

DLSStockSPYM

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 SPYM Returns, Every Period

WisdomTreeDLS

+6.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DLSSPYMFaded: behind in that period

1–3SPYM wins

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

Income vs Core: DLS vs VOO

YTD

WisdomTreeDLS

+5.3%

VOOVanguard

+8.7%

+5.3%Year to date+8.7%

−11.0%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.5%

3.6%Yield1.1%

$1.0BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: DLS, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DLS0.58%$58

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

Yields: DLS, SPYM, VOO

3.65%highest, DLS

FundTrailing yieldYield$10k

DLS3.65%$365

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DLS, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

DLSSPYMVOO

DLS—0.0%0.0%

SPYM0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%DLS, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst 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

DLSSPYM

+5.3%Year to date+8.8%

3.6%Yield1.1%

+11.6%Past year+9.8%

0.58%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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