Compare · 3 funds side by side · dividends reinvested

SPYD, DON and SMLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,794SMLF · best of the three

02 / 04

SPYD, DON and SMLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 High Dividend ETFIncome · Dividend stocks0.07%4.08%+20.7%+25.0%+20.2%+9.3%−9.8%12.4%$7.7B1.6

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.9

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.87%+15.3%+18.1%+16.8%+8.9%−9.1%12.0%$4.0B2.5

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: SPYD 2015 · DON 2006 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.7B$15,628

SPYD

DON

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

SPYDMeasureDON

+20.7%Year to dateJan 1 → Nov 4+15.3%

+25.0%1 yearTotal return+18.1%

+20.2%3 years · per year$10,000 became $17,381 · $15,949+16.8%

+9.3%5 years · per year$10,000 became $15,628 · $15,346+8.9%

0.07%Expense ratio$7 · $38 a year on $10k · lower is better0.38%

4.08%Trailing 12-mo yield$408 · $187 a year on $10k1.87%

−9.8%Worst dropSmaller is better−9.1%

12.4%VolatilityLower is calmer12.0%

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

6–2SPYD wins

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

More Ways to See the Pairs

SPYD vs DON: Top 5 Holdings

Today

SPYD

8.7%in top 5

DON

in top 57.3%

SPYDStockDON

2.4%ACNnot top 5

1.7%HAS1.3%

1.6%PFEnot top 5

1.6%MDTnot top 5

not top 5BBY1.6%

not top 5APA1.5%

not top 5VTRS1.5%

1.5%SWKnot top 5

not top 5DINO1.3%

Held in common13.5%

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

SPYD vs DON Returns, Every Period

SPDRSPYD

+9.3%

5 years, per year

DONWisdomTree

+8.9%

5 years, per year

SPYDDONFaded: behind in that period

4–0SPYD wins

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

SPYD vs DON

YTD

SPDRSPYD

+20.7%

DONWisdomTree

+15.3%

+20.7%Year to date+15.3%

−9.8%Worst drop · 1Y−9.1%

12.4%Volatility · 1Y12.0%

4.1%Yield1.9%

$7.7BAssets$4.0B

2–2level

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

Cost, Income and Risk

Fees: SPYD, DON, SMLF

Today

0.07%lowest, SPYD

FundExpense ratioFee$10k

SPYD0.07%$7

SMLF0.15%$15

DON0.38%$38

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

Yields: SPYD, DON, SMLF

4.08%highest, SPYD

FundTrailing yieldYield$10k

SPYD4.08%$408

DON1.87%$187

SMLF0.98%$98

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

Income After Fees on $10,000

$401most kept, SPYD

SPYD$408 − $7 = $401

DON$187 − $38 = $149

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SPYD, DON, SMLF

Today

24.2%most shared, DON and SMLF

SPYDDONSMLF

SPYD—13.5%1.4%

DON13.5%—24.2%

SMLF1.4%24.2%—

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

Return vs Bumpiness: 3 ETFs

+25.0%SPYD, at 12.4% volatility

DONWorst drop−9.1%12.0% vol

SPYDWorst drop−9.8%12.4% vol

SMLFWorst drop−8.7%16.9% vol

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

Paid More vs Made More

YTD

SPYDSMLF

+20.7%Year to date+16.7%

4.1%Yield1.0%

+25.0%Past year+18.1%

0.07%Fee0.15%

4–0SPYD 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026