DLN vs SPYM

ADLN

BSPYM

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$18,210DLN · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.71%DLN · $171 on $10k

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

Held in common57.6%DLN and SPYM

DLN

SPYM

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

+22.0%3 years · per year$18,151 · $19,186+24.3%

+12.7%5 years · per year$18,210 · $18,126+12.6%

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

1.71%12-mo yield$171 · $101 on $10k1.01%

−6.1%Worst dropSmaller wins−8.9%

9.0%VolatilityLower wins12.8%

4–2DLN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLN · SPYM

4.9%MSFT5.9%

3.5%NVDA7.7%

2.5%AAPL7.4%

1.9%META2.1%

Held in common57.6%

End-of-day Nov 4, 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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk	0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk	0.28%	1.71%	+1.6%	+17.4%	+20.2%	+22.0%	+12.7%	−6.1%	$6.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 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

$18,210

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDLNSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield1.71%1.01%

5 years, per year+12.7%+12.6%

3 years, per year+22.0%+24.3%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y9.0%12.8%

4–2measures won
DLN first

57.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DLN, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

DLNSPYMSPY

DLN—57.6%57.7%

SPYM57.6%—99.8%

SPY57.7%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, DLN

DLN$171 − $28 = $143

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee