DGRE vs SPYM

ADGRE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DGRE $14,464

Lowest cost0.02%SPYM · $2 on $10k

Most income1.56%DGRE · $156 on $10k

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

Held in common0.0%DGRE and SPYM

DGRE

SPYM

WisdomTree Emerging Markets Quality Dividend Growth Fund · $143MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.4%3 years · per year$17,453 · $18,082+21.8%

+7.7%5 years · per year$14,464 · $17,192+11.4%

0.32%Expense ratio$32 · $2 on $10k · lower wins0.02%

1.56%12-mo yield$156 · $105 on $10k1.05%

−15.5%Worst dropSmaller wins−8.9%

26.5%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRE · SPYM

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

Held in common0.0%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADGRE	WisdomTree Emerging Markets Quality Dividend Growth FundRead Desk		0.32%	1.56%	+1.5%	+16.0%	+20.5%	+20.4%	+7.7%	−15.5%	$143M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADGRE	WisdomTree Emerging Markets Quality Dividend Growth FundRead Desk		0.32%	1.56%	+1.5%	+16.0%	+20.5%	+20.4%	+7.7%	−15.5%	$143M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DGRE vs SPYM

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

$14,464

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDGRESPYM

Fee0.32%0.02%

Cost on $10k a year$32$2

Yield1.56%1.05%

5 years, per year+7.7%+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y26.5%13.6%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DGRE, SPYM

Today

0.0%most shared, DGRE and SPYM

DGRESPYM

DGRE—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DGRE

DGRE$156 − $32 = $124

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee