Compare · 2 funds side by side · dividends reinvested

DON and SPY

DONWisdomTree×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

DON and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B1.5

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%$805B1.5

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: DON 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$15,346

DON

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DONMeasureSPY

+15.3%Year to dateJan 1 → Nov 4+13.3%

+18.1%1 yearTotal return+13.4%

+16.8%3 years · per year$10,000 became $15,949 · $19,132+24.1%

+8.9%5 years · per year$10,000 became $15,346 · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

1.87%Trailing 12-mo yield$187 · $99 a year on $10k0.99%

−9.1%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

DON vs SPY: Top 5 Holdings

Today

DON

7.3%in top 5

SPY

in top 527.3%

DONStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.6%BBYnot top 5

1.5%APAnot top 5

1.5%VTRSnot top 5

1.3%DINOnot top 5

1.3%HASnot top 5

Held in common1.0%

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

DON vs SPY Returns, Every Period

WisdomTreeDON

+8.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DONSPYFaded: behind in that period

2–2Level

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

Income vs Core: DON vs SPY

YTD

WisdomTreeDON

+15.3%

SPYSPDR

+13.3%

+15.3%Year to date+13.3%

−9.1%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.9%

1.9%Yield1.0%

$4.0BAssets$805B

3–1DON wins

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

Cost, Income and Risk

Fees: DON, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DON0.38%$38

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

Yields: DON, SPY

1.87%highest, DON

FundTrailing yieldYield$10k

DON1.87%$187

SPY0.99%$99

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

SPY$99 − $9 = $90

KeptFee

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

Overlap: DON, SPY

Today

1.0%most shared, DON and SPY

DONSPY

DON—1.0%

SPY1.0%—

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

Return vs Bumpiness: 2 ETFs

+18.1%DON, at 12.0% volatility

DONWorst drop−9.1%12.0% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

DONSPY

+15.3%Year to date+13.3%

1.9%Yield1.0%

+18.1%Past year+13.4%

0.38%Fee0.09%

3–1DON wins

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026