Compare · 2 funds side by side · dividends reinvested

DTD and SPY

DTDWisdomTree×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

DTD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Total Dividend FundIncome · Dividend stocks0.28%1.85%+13.3%+16.2%+19.6%+11.3%−6.3%9.8%$1.7B1.4

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%$778B1.6

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: DTD 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Total Dividend Fund · $1.7B$17,109

DTD

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 56.5% in common

DTDMeasureSPY

+13.3%Year to dateJan 1 → Nov 6+8.7%

+16.2%1 yearTotal return+9.7%

+19.6%3 years · per year$10,000 became $17,125 · $18,039+21.7%

+11.3%5 years · per year$10,000 became $17,109 · $17,118+11.3%

0.28%Expense ratio$28 · $9 a year on $10k · lower is better0.09%

1.85%Trailing 12-mo yield$185 · $103 a year on $10k1.03%

−6.3%Worst dropSmaller is better−8.9%

9.8%VolatilityLower is calmer13.6%

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

5–2DTD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DTD vs SPY: Top 5 Holdings

Today

DTD

14.7%in top 5

SPY

in top 527.8%

DTDStockSPY

2.4%AAPL7.9%

3.3%NVDA6.9%

4.2%MSFT6.3%

not top 5AMZN4.0%

2.6%JPMnot top 5

not top 5GOOGL2.6%

2.2%XOMnot top 5

Held in common56.5%

End-of-day Nov 6, 2026 · share of each fund

DTD vs SPY Returns, Every Period

WisdomTreeDTD

+11.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DTDSPYFaded: behind in that period

2–1DTD wins

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

Income vs Core: DTD vs SPY

YTD

WisdomTreeDTD

+13.3%

SPYSPDR

+8.7%

+13.3%Year to date+8.7%

−6.3%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y13.6%

1.9%Yield1.0%

$1.7BAssets$778B

4–0DTD wins

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

Cost, Income and Risk

Fees: DTD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DTD0.28%$28

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

Yields: DTD, SPY

1.85%highest, DTD

FundTrailing yieldYield$10k

DTD1.85%$185

SPY1.03%$103

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

Income After Fees on $10,000

$157most kept, DTD

DTD$185 − $28 = $157

SPY$103 − $9 = $94

KeptFee

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

Overlap: DTD, SPY

Today

56.5%most shared, DTD and SPY

DTDSPY

DTD—56.5%

SPY56.5%—

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

Return vs Bumpiness: 2 ETFs

+16.2%DTD, at 9.8% volatility

DTDWorst drop−6.3%9.8% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DTDSPY

+13.3%Year to date+8.7%

1.9%Yield1.0%

+16.2%Past year+9.7%

0.28%Fee0.09%

3–1DTD wins

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026