DLS vs SPYM

ADLS

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SCHD $16,459

Lowest cost0.02%SPYM · $2 on $10k

Most income3.57%DLS · $357 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%DLS and SPYM

DLS

SPYM

WisdomTree International SmallCap Dividend Fund · $1.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+18.9%3 years · per year$16,797 · $18,161+22.0%

+6.6%5 years · per year$13,740 · $17,553+11.9%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

3.57%12-mo yield$357 · $103 on $10k1.03%

−11.0%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLS · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.57%	+2.1%	+7.5%	+14.3%	+18.9%	+6.6%	−11.0%	$1.0B

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

DLS vs SPYM

DLS

WisdomTree International SmallCap Dividend Fund

$13,740

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDLSSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield3.57%1.03%

5 years, per year+6.6%+11.9%

3 years, per year+18.9%+22.0%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y14.4%13.7%

5–1measures won
SPYM first

0.0%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DLS, SPYM, SCHD

Today

8.6%most shared, SPYM and SCHD

DLSSPYMSCHD

DLS—0.0%0.0%

SPYM0.0%—8.6%

SCHD0.0%8.6%—

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

Income After Fees on $10,000

$299most kept, DLS

DLS$357 − $58 = $299

SCHD$296 − $6 = $290

SPYM$103 − $2 = $101

KeptFee

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