DEM vs SPY

ADEM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DEM $15,726

Lowest cost0.09%SPY · $9 on $10k

Most income3.38%DEM · $338 on $10k

Smallest drop−7.9%DEM · worst fall in 1Y

Held in common0.0%DEM and SPY

DEM

SPY

WisdomTree Emerging Markets High Dividend Fund · $4.0BState Street SPDR S&P 500 ETF · $805B

+18.3%3 years · per year$16,564 · $19,132+24.1%

+9.5%5 years · per year$15,726 · $18,060+12.6%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

3.38%12-mo yield$338 · $99 on $10k0.99%

−7.9%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEM · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.38%	+1.2%	+17.5%	+19.1%	+18.3%	+9.5%	−7.9%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.38%	+1.2%	+17.5%	+19.1%	+18.3%	+9.5%	−7.9%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEM vs SPY

DEM

WisdomTree Emerging Markets High Dividend Fund

$15,726

SPY

SPDR S&P 500

$18,060

MeasureDEMSPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield3.38%0.99%

5 years, per year+9.5%+12.6%

3 years, per year+18.3%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y15.1%12.9%

4–2measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

Overlap: DEM, SPY

Today

0.0%most shared, DEM and SPY

DEMSPY

DEM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$275most kept, DEM

DEM$338 − $63 = $275

SPY$99 − $9 = $90

KeptFee

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