DOL vs SPDW

ADOL

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,343DOL · SPDW $15,799

Lowest cost0.03%SPDW · $3 on $10k

Most income3.01%SPDW · $301 on $10k

Smallest drop−11.3%DOL · worst fall in 1Y

Held in common50.9%DOL and SPDW

DOL

SPDW

WisdomTree True Developed International Fund · $829MState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+22.5%3 years · per year$18,401 · $18,473+22.7%

+12.9%5 years · per year$18,343 · $15,799+9.6%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

2.49%12-mo yield$249 · $301 on $10k3.01%

−11.3%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins17.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDOL · SPDW

1.8%ROP.SW1.0%

1.8%SHEL.L0.9%

1.4%NOVN.SW0.9%

1.3%HSBA.L0.9%

Held in common50.9%

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

Both

5Y2 funds

#			Trend
1	ADOL	WisdomTree True Developed International FundRead Desk		0.48%	2.49%	+2.3%	+16.1%	+22.2%	+22.5%	+12.9%	−11.3%	$829M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B

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

Both

5Y2 funds

#			Trend
1	ADOL	WisdomTree True Developed International FundRead Desk		0.48%	2.49%	+2.3%	+16.1%	+22.2%	+22.5%	+12.9%	−11.3%	$829M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B

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

DOL vs SPDW

DOL

WisdomTree True Developed International Fund

$18,343

SPDW

SPDR Portfolio Developed World ex-US

$15,799

MeasureDOLSPDW

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield2.49%3.01%

5 years, per year+12.9%+9.6%

3 years, per year+22.5%+22.7%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y16.2%17.6%

3–3measures won
level

50.9%

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DOL, SPDW

Today

50.9%most shared, DOL and SPDW

DOLSPDW

DOL—50.9%

SPDW50.9%—

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

Income After Fees on $10,000

$298most kept, SPDW

SPDW$301 − $3 = $298

DOL$249 − $48 = $201

KeptFee

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