DLN vs SPY

ADLN

BSPY

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$17,445DLN · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.77%DLN · $177 on $10k

Smallest drop−6.1%DLN · worst fall in 1Y

Held in common57.7%DLN and SPY

DLN

SPY

WisdomTree U.S. LargeCap Dividend Fund · $6.4BState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,445 · $18,174+22.0%

+11.8%5 years · per year$17,445 · $17,099+11.3%

0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%

1.77%12-mo yield$177 · $103 on $10k1.03%

−6.1%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

4–2DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · SPY

4.9%MSFT6.2%

3.5%NVDA7.3%

2.5%AAPL7.7%

1.9%META2.1%

Held in common57.7%

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−3.3%	+13.5%	+16.4%	+20.4%	+11.8%	−6.1%	$6.4B
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%	$818.5B

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−3.3%	+13.5%	+16.4%	+20.4%	+11.8%	−6.1%	$6.4B
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%	$818.5B

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

DLN vs SPY

DLN

WisdomTree U.S. LargeCap Dividend Fund

$17,445

SPY

SPDR S&P 500

$17,099

MeasureDLNSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield1.77%1.03%

5 years, per year+11.8%+11.3%

3 years, per year+20.4%+22.0%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y9.6%13.6%

4–2measures won
DLN first

57.7%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DLN, SPY

Today

57.7%most shared, DLN and SPY

DLNSPY

DLN—57.7%

SPY57.7%—

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

Income After Fees on $10,000

$149most kept, DLN

DLN$177 − $28 = $149

SPY$103 − $9 = $94

KeptFee

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