Compare · 2 funds side by side · dividends reinvested

DWM and SPY

DWMWisdomTree×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

DWM 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

WisdomTree International Equity FundInternational · Ex-US broad0.48%2.67%+11.3%+16.2%+20.7%+10.9%−10.9%14.8%$653M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DWM 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Equity Fund · $653M$16,783

DWM

SPY

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

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

DWMMeasureSPY

+11.3%Year to dateJan 1 → Nov 4+13.3%

+16.2%1 yearTotal return+13.4%

+20.7%3 years · per year$10,000 became $17,574 · $19,132+24.1%

+10.9%5 years · per year$10,000 became $16,783 · $18,060+12.6%

0.48%Expense ratio$48 · $9 a year on $10k · lower is better0.09%

2.67%Trailing 12-mo yield$267 · $99 a year on $10k0.99%

−10.9%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.9%

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

2–6SPY wins

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

More Ways to See the Pairs

DWM vs SPY: Top 5 Holdings

Today

DWM

6.9%in top 5

SPY

in top 527.3%

DWMStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.6%ROP.SWnot top 5

1.5%SHEL.Lnot top 5

1.3%BHP.AXnot top 5

1.3%HSBA.Lnot top 5

1.2%NOVN.SWnot top 5

Held in common0.0%

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

DWM vs SPY Returns, Every Period

WisdomTreeDWM

+10.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DWMSPYFaded: behind in that period

1–3SPY wins

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

International vs Core: DWM vs SPY

YTD

WisdomTreeDWM

+11.3%

SPYSPDR

+13.3%

+11.3%Year to date+13.3%

−10.9%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.9%

2.7%Yield1.0%

$653MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: DWM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DWM0.48%$48

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

Yields: DWM, SPY

2.67%highest, DWM

FundTrailing yieldYield$10k

DWM2.67%$267

SPY0.99%$99

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

Income After Fees on $10,000

$219most kept, DWM

DWM$267 − $48 = $219

SPY$99 − $9 = $90

KeptFee

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

Overlap: DWM, SPY

Today

0.0%most shared, DWM and SPY

DWMSPY

DWM—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.2%DWM, at 14.8% volatility

SPYWorst drop−8.9%12.9% vol

DWMWorst drop−10.9%14.8% vol

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

Paid More vs Made More

YTD

DWMSPY

+11.3%Year to date+13.3%

2.7%Yield1.0%

+16.2%Past year+13.4%

0.48%Fee0.09%

2–2level

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