Compare · 2 funds side by side · dividends reinvested

DTD and SPYM

DTDWisdomTree×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

DTD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Total Dividend FundIncome · Dividend stocks0.28%1.82%+15.5%+18.8%+19.5%+11.7%−6.3%10.0%$1.6B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DTD 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Total Dividend Fund · $1.6B$17,413

DTD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

DTDMeasureSPYM

+15.5%Year to dateJan 1 → Nov 9+11.3%

+18.8%1 yearTotal return+13.6%

+19.5%3 years · per year$10,000 became $17,077 · $18,161+22.0%

+11.7%5 years · per year$10,000 became $17,413 · $17,553+11.9%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

1.82%Trailing 12-mo yield$182 · $103 a year on $10k1.03%

−6.3%Worst dropSmaller is better−8.9%

10.0%VolatilityLower is calmer13.7%

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

5–3DTD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DTD vs SPYM: Top 5 Holdings

Today

DTD

14.6%in top 5

SPYM

in top 527.8%

DTDStockSPYM

2.4%AAPL7.9%

3.1%NVDA7.1%

4.4%MSFT6.2%

not top 5AMZN4.0%

2.7%JPMnot top 5

not top 5GOOGL2.6%

2.0%XOMnot top 5

Held in common56.1%

End-of-day Nov 9, 2026 · share of each fund

DTD vs SPYM Returns, Every Period

WisdomTreeDTD

+11.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DTDSPYMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: DTD vs SPYM

YTD

WisdomTreeDTD

+15.5%

SPYMSPDR

+11.3%

+15.5%Year to date+11.3%

−6.3%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y13.7%

1.8%Yield1.0%

$1.6BAssets$179B

4–0DTD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DTD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DTD0.28%$28

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DTD, SPYM

1.82%highest, DTD

FundTrailing yieldYield$10k

DTD1.82%$182

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, DTD

DTD$182 − $28 = $154

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DTD, SPYM

Today

56.1%most shared, DTD and SPYM

DTDSPYM

DTD—56.1%

SPYM56.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%DTD, at 10.0% volatility

DTDWorst drop−6.3%10.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DTDSPYM

+15.5%Year to date+11.3%

1.8%Yield1.0%

+18.8%Past year+13.6%

0.28%Fee0.02%

3–1DTD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026