DHS vs SPY

ADHS

BSPY

Measures won4–2DHS wins · of 6 · 5Y

$10,000 · 5Y$18,037DHS · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income3.21%DHS · $321 on $10k

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

Held in common10.1%DHS and SPY

DHS

SPY

WisdomTree U.S. High Dividend Fund · $1.7BState Street SPDR S&P 500 ETF · $805B

+20.6%3 years · per year$17,550 · $18,174+22.0%

+12.5%5 years · per year$18,037 · $17,099+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

3.21%12-mo yield$321 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

4–2DHS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDHS · SPY

4.2%XOM1.0%

5.6%ABBV0.8%

3.0%CVX0.6%

4.8%MRK0.6%

Held in common10.1%

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.21%	−2.2%	+19.3%	+25.3%	+20.6%	+12.5%	−6.3%	$1.7B
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%	$804.8B

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	ADHS	WisdomTree U.S. High Dividend FundRead Desk		0.38%	3.21%	−2.2%	+19.3%	+25.3%	+20.6%	+12.5%	−6.3%	$1.7B
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%	$804.8B

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

DHS vs SPY

DHS

WisdomTree U.S. High Dividend Fund

$18,037

SPY

SPDR S&P 500

$17,099

MeasureDHSSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield3.21%1.03%

5 years, per year+12.5%+11.3%

3 years, per year+20.6%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y11.0%13.6%

4–2measures won
DHS first

10.1%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DHS, SPY

Today

10.1%most shared, DHS and SPY

DHSSPY

DHS—10.1%

SPY10.1%—

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

Income After Fees on $10,000

$283most kept, DHS

DHS$321 − $38 = $283

SPY$103 − $9 = $94

KeptFee

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