Compare · 3 funds side by side · dividends reinvested

EPS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

EPS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.12%+14.2%+15.6%+23.7%+12.5%−8.4%12.4%$1.6B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

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%$805B2.6

Rank among the three1st → 3rdFee, 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: EPS 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$18,029

EPS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 74.8% in common

EPSMeasureSPYM

+14.2%Year to dateJan 1 → Nov 4+13.4%

+15.6%1 yearTotal return+13.5%

+23.7%3 years · per year$10,000 became $18,913 · $19,186+24.3%

+12.5%5 years · per year$10,000 became $18,029 · $18,126+12.6%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

1.12%Trailing 12-mo yield$112 · $101 a year on $10k1.01%

−8.4%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.8%

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

5–3EPS wins

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

More Ways to See the Pairs

EPS vs SPYM: Top 5 Holdings

Today

EPS

28.2%in top 5

SPYM

in top 527.3%

EPSStockSPYM

7.1%NVDA7.7%

6.0%AAPL7.4%

4.7%MSFT5.9%

5.6%AMZN3.8%

4.8%GOOGL2.5%

Held in common74.8%

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

EPS vs SPYM Returns, Every Period

WisdomTreeEPS

+12.5%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

EPSSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: EPS vs SPYM

YTD

WisdomTreeEPS

+14.2%

SPYMSPDR

+13.4%

+14.2%Year to date+13.4%

−8.4%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.8%

1.1%Yield1.0%

$1.6BAssets$182B

4–0EPS wins

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

Cost, Income and Risk

Fees: EPS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EPS0.08%$8

SPY0.09%$9

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

Yields: EPS, SPYM, SPY

1.12%highest, EPS

FundTrailing yieldYield$10k

EPS1.12%$112

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$104most kept, EPS

EPS$112 − $8 = $104

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: EPS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

EPSSPYMSPY

EPS—74.8%74.8%

SPYM74.8%—99.8%

SPY74.8%99.8%—

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

Return vs Bumpiness: 3 ETFs

+15.6%EPS, at 12.4% volatility

EPSWorst drop−8.4%12.4% vol

SPYMWorst drop−8.9%12.8% 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

EPSSPYM

+14.2%Year to date+13.4%

1.1%Yield1.0%

+15.6%Past year+13.5%

0.08%Fee0.02%

3–1EPS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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