DFE vs SPYM

ADFE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · DFE $12,944

Lowest cost0.02%SPYM · $2 on $10k

Most income3.96%DFE · $396 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.0%DFE and SPYM

DFE

SPYM

WisdomTree Europe SmallCap Dividend Fund · $161MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.4%3 years · per year$17,437 · $19,186+24.3%

+5.3%5 years · per year$12,944 · $18,126+12.6%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

3.96%12-mo yield$396 · $101 on $10k1.01%

−11.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFE · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk		0.58%	3.96%	+2.2%	+9.5%	+15.7%	+20.4%	+5.3%	−11.4%	$161M

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

DFE vs SPYM

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,944

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDFESPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield3.96%1.01%

5 years, per year+5.3%+12.6%

3 years, per year+20.4%+24.3%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y15.3%12.8%

5–1measures won
SPYM 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: DFE, SPYM

Today

0.0%most shared, DFE and SPYM

DFESPYM

DFE—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$338most kept, DFE

DFE$396 − $58 = $338

SPYM$101 − $2 = $99

KeptFee

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