DHS vs SPY

ADHS

BSPY

Measures won4–2DHS wins · of 6 · 5Y

$10,000 · 5Y$18,102DHS · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income3.19%DHS · $319 on $10k

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

Held in common10.2%DHS and SPY

DHS

SPY

WisdomTree U.S. High Dividend Fund · $1.6BState Street SPDR S&P 500 ETF · $778B

+19.8%3 years · per year$17,180 · $18,118+21.9%

+12.6%5 years · per year$18,102 · $17,493+11.8%

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

3.19%12-mo yield$319 · $101 on $10k1.01%

−6.3%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.7%

4–2DHS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDHS · SPY

3.8%XOM1.1%

5.6%ABBV0.8%

2.8%CVX0.7%

4.7%MRK0.6%

Held in common10.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 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

$18,102

SPY

SPDR S&P 500

$17,493

MeasureDHSSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield3.19%1.01%

5 years, per year+12.6%+11.8%

3 years, per year+19.8%+21.9%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y11.1%13.7%

4–2measures won
DHS first

10.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DHS, SPY, IVV

Today

99.9%most shared, SPY and IVV

DHSSPYIVV

DHS—10.2%10.2%

SPY10.2%—99.9%

IVV10.2%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$281most kept, DHS

DHS$319 − $38 = $281

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee