Compare · 3 funds side by side · dividends reinvested

XSOE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

XSOE, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

WisdomTree Emerging Markets ex-State-Owned Enterprises FundInternational · Emerging0.32%1.83%+10.1%+11.4%+18.8%+3.8%−20.2%26.5%$1.8B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: XSOE 2014 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund · $1.8B$12,042

XSOE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

XSOEMeasureSPYM

+10.1%Year to dateJan 1 → Nov 9+11.3%

+11.4%1 yearTotal return+13.6%

+18.8%3 years · per year$10,000 became $16,749 · $18,161+22.0%

+3.8%5 years · per year$10,000 became $12,042 · $17,553+11.9%

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

1.83%Trailing 12-mo yield$183 · $103 a year on $10k1.03%

−20.2%Worst dropSmaller is better−8.9%

26.5%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSOE vs SPYM: Top 5 Holdings

Today

XSOE

29.6%in top 5

SPYM

in top 527.8%

XSOEStockSPYM

13.4%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.3%005930.Knot top 5

not top 5MSFT6.2%

5.4%000660.Knot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.6%0700.HKnot top 5

2.0%9988.HKnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XSOE vs SPYM Returns, Every Period

WisdomTreeXSOE

+3.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

XSOESPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: XSOE vs SPYM

YTD

WisdomTreeXSOE

+10.1%

SPYMSPDR

+11.3%

+10.1%Year to date+11.3%

−20.2%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y13.7%

1.8%Yield1.0%

$1.8BAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSOE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XSOE0.32%$32

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XSOE, SPYM, SPY

1.83%highest, XSOE

FundTrailing yieldYield$10k

XSOE1.83%$183

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, XSOE

XSOE$183 − $32 = $151

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XSOE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XSOESPYMSPY

XSOE—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

XSOEWorst drop−20.2%26.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XSOESPYM

+10.1%Year to date+11.3%

1.8%Yield1.0%

+11.4%Past year+13.6%

0.32%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026