DFJ vs SPYM

ADFJ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · DFJ $17,038

Lowest cost0.02%SPYM · $2 on $10k

Most income2.49%DFJ · $249 on $10k

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

Held in common0.0%DFJ and SPYM

DFJ

SPYM

WisdomTree Japan SmallCap Dividend Fund · $435MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.9%3 years · per year$17,692 · $19,186+24.3%

+11.2%5 years · per year$17,038 · $18,126+12.6%

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

2.49%12-mo yield$249 · $101 on $10k1.01%

−13.0%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFJ · 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	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M

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	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.49%	+0.8%	+16.8%	+25.2%	+20.9%	+11.2%	−13.0%	$435M

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

DFJ vs SPYM

DFJ

WisdomTree Japan SmallCap Dividend Fund

$17,038

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDFJSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield2.49%1.01%

5 years, per year+11.2%+12.6%

3 years, per year+20.9%+24.3%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y17.5%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: DFJ, SPYM

Today

0.0%most shared, DFJ and SPYM

DFJSPYM

DFJ—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

$191most kept, DFJ

DFJ$249 − $58 = $191

SPYM$101 − $2 = $99

KeptFee

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