Compare · 3 funds side by side · dividends reinvested

XC, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

XC, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.0

WisdomTree True Emerging Markets FundInternational · Emerging0.32%12.50%−4.2%−1.5%+11.7%[…]−12.7%16.1%$72M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: XC 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree True Emerging Markets Fund · $72M[…]

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

XCMeasureSPYM

−4.2%Year to dateJan 1 → Nov 5+8.4%

−1.5%1 yearTotal return+9.8%

+11.7%3 years · per year$10,000 became $13,952 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.32%Expense ratio$32 · $2 a year on $10k · lower is better0.02%

12.50%Trailing 12-mo yield$1,250 · $106 a year on $10k1.06%

−12.7%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.6%

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

1–6SPYM wins

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

More Ways to See the Pairs

XC vs SPYM: Top 5 Holdings

Today

10.6%in top 5

SPYM

in top 527.7%

XCStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.3%MELInot top 5

not top 5GOOGL2.6%

2.0%HDFCBANKnot top 5

2.0%RELIANCEnot top 5

1.8%ICICIBANnot top 5

1.6%GMEXICOBnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XC vs SPYM Returns, Every Period

WisdomTreeXC

−1.5%

past year

SPYMSPDR

+9.8%

past year

XCSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: XC vs SPYM

YTD

WisdomTreeXC

−4.2%

SPYMSPDR

+8.4%

−4.2%Year to date+8.4%

−12.7%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.6%

12.5%Yield1.1%

$71.5MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XC, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XC0.32%$32

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XC, SPYM, SPY

12.50%highest, XC

FundTrailing yieldYield$10k

XC12.50%$1,250

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,218most kept, XC

XC$1,250 − $32 = $1,218

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XCSPYMSPY

XC—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

XCWorst drop−12.7%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XCSPYM

−4.2%Year to date+8.4%

12.5%Yield1.1%

−1.5%Past year+9.8%

0.32%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026