DGRE vs SPY

ADGRE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DGRE $14,884

Lowest cost0.09%SPY · $9 on $10k

Most income1.50%DGRE · $150 on $10k

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

Held in common0.0%DGRE and SPY

DGRE

SPY

WisdomTree Emerging Markets Quality Dividend Growth Fund · $142MState Street SPDR S&P 500 ETF · $805B

+22.3%3 years · per year$18,291 · $19,132+24.1%

+8.3%5 years · per year$14,884 · $18,060+12.6%

0.32%Expense ratio$32 · $9 on $10k · lower wins0.09%

1.50%12-mo yield$150 · $99 on $10k0.99%

−13.7%Worst dropSmaller wins−8.9%

26.0%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRE · 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	ADGRE	WisdomTree Emerging Markets Quality Dividend Growth FundRead Desk		0.32%	1.50%	+0.6%	+20.4%	+23.7%	+22.3%	+8.3%	−13.7%	$142M

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	ADGRE	WisdomTree Emerging Markets Quality Dividend Growth FundRead Desk		0.32%	1.50%	+0.6%	+20.4%	+23.7%	+22.3%	+8.3%	−13.7%	$142M

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

DGRE vs SPY

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

$14,884

SPY

SPDR S&P 500

$18,060

MeasureDGRESPY

Fee0.32%0.09%

Cost on $10k a year$32$9

Yield1.50%0.99%

5 years, per year+8.3%+12.6%

3 years, per year+22.3%+24.1%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y26.0%12.9%

5–1measures 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: DGRE, SPY

Today

0.0%most shared, DGRE and SPY

DGRESPY

DGRE—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

$118most kept, DGRE

DGRE$150 − $32 = $118

SPY$99 − $9 = $90

KeptFee

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