DLN vs SPYM

ADLN

BSPYM

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$17,394DLN · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.77%DLN · $177 on $10k

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

Held in common58.2%DLN and SPYM

DLN

SPYM

WisdomTree U.S. LargeCap Dividend Fund · $6.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.1%3 years · per year$17,302 · $18,082+21.8%

+11.7%5 years · per year$17,394 · $17,192+11.4%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

1.77%12-mo yield$177 · $105 on $10k1.05%

−6.1%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

4–2DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · SPYM

4.9%MSFT6.3%

3.5%NVDA6.9%

2.5%AAPL7.9%

1.9%META2.1%

Held in common58.2%

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	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

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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.77%	−0.3%	+13.2%	+16.0%	+20.1%	+11.7%	−6.1%	$6.4B
2	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

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

DLN vs SPYM

DLN

WisdomTree U.S. LargeCap Dividend Fund

$17,394

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDLNSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield1.77%1.05%

5 years, per year+11.7%+11.4%

3 years, per year+20.1%+21.8%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y9.7%13.6%

4–2measures won
DLN first

58.2%

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: DLN, SPYM

Today

58.2%most shared, DLN and SPYM

DLNSPYM

DLN—58.2%

SPYM58.2%—

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

Income After Fees on $10,000

$149most kept, DLN

DLN$177 − $28 = $149

SPYM$105 − $2 = $103

KeptFee

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