Compare · 3 funds side by side · dividends reinvested

WTV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,829WTV · best of the three

02 / 04

WTV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%2.00%+16.5%+20.9%+24.7%+13.5%−7.1%11.2%$3.3B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WTV 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Value Fund · $3.3B$18,829

WTV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

WTVMeasureSPYM

+16.5%Year to dateJan 1 → Nov 3+11.5%

+20.9%1 yearTotal return+11.9%

+24.7%3 years · per year$10,000 became $19,403 · $19,092+24.1%

+13.5%5 years · per year$10,000 became $18,829 · $17,749+12.2%

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

2.00%Trailing 12-mo yield$200 · $103 a year on $10k1.03%

−7.1%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer12.7%

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

7–1WTV wins

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

More Ways to See the Pairs

WTV vs SPYM: Top 5 Holdings

Today

WTV

11.6%in top 5

SPYM

in top 527.4%

WTVStockSPYM

3.2%NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

2.5%CVXnot top 5

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

Held in common18.3%

End-of-day Nov 3, 2026 · share of each fund

WTV vs SPYM Returns, Every Period

WisdomTreeWTV

+13.5%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

WTVSPYMFaded: behind in that period

4–0WTV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: WTV vs SPYM

YTD

WisdomTreeWTV

+16.5%

SPYMSPDR

+11.5%

+16.5%Year to date+11.5%

−7.1%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y12.7%

2.0%Yield1.0%

$3.3BAssets$185B

4–0WTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

WTV0.12%$12

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WTV, SPYM, SPY

2.00%highest, WTV

FundTrailing yieldYield$10k

WTV2.00%$200

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, WTV

WTV$200 − $12 = $188

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WTV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

WTVSPYMSPY

WTV—18.3%18.3%

SPYM18.3%—99.9%

SPY18.3%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%WTV, at 11.2% volatility

WTVWorst drop−7.1%11.2% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WTVSPYM

+16.5%Year to date+11.5%

2.0%Yield1.0%

+20.9%Past year+11.9%

0.12%Fee0.02%

3–1WTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026