DEW vs SPY

ADEW

BSPY

Measures won5–1DEW wins · of 6 · 5Y

$10,000 · 5Y$18,312DEW · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income3.01%DEW · $301 on $10k

Smallest drop−6.3%DEW · worst fall in 1Y

Held in common8.5%DEW and SPY

DEW

SPY

WisdomTree Global High Dividend Fund · $169MState Street SPDR S&P 500 ETF · $819B

+23.0%3 years · per year$18,612 · $18,174+22.0%

+12.9%5 years · per year$18,312 · $17,099+11.3%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

3.01%12-mo yield$301 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins13.6%

5–1DEW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEW · SPY

1.9%CVX0.6%

1.4%HD0.5%

1.9%PM0.5%

1.1%IBM0.4%

Held in common8.5%

End-of-day Nov 5, 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	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.01%	−1.5%	+21.0%	+27.5%	+23.0%	+12.9%	−6.3%	$169M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.01%	−1.5%	+21.0%	+27.5%	+23.0%	+12.9%	−6.3%	$169M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

DEW vs SPY

DEW

WisdomTree Global High Dividend Fund

$18,312

SPY

SPDR S&P 500

$17,099

MeasureDEWSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield3.01%1.03%

5 years, per year+12.9%+11.3%

3 years, per year+23.0%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.0%13.6%

5–1measures won
DEW first

8.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DEW, SPY

Today

8.5%most shared, DEW and SPY

DEWSPY

DEW—8.5%

SPY8.5%—

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

Income After Fees on $10,000

$243most kept, DEW

DEW$301 − $58 = $243

SPY$103 − $9 = $94

KeptFee

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