DOL vs SPDW

ADOL

BSPDW

Measures won4–2DOL wins · of 6 · 5Y

$10,000 · 5Y$17,666DOL · VEA $15,197

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%SPDW · $314 on $10k

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

Held in common51.6%DOL and SPDW

DOL

SPDW

WisdomTree True Developed International Fund · $822MState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+20.6%3 years · per year$17,558 · $17,462+20.4%

+12.1%5 years · per year$17,666 · $15,100+8.6%

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

2.58%12-mo yield$258 · $314 on $10k3.14%

−11.3%Worst dropSmaller wins−11.5%

16.4%VolatilityLower wins17.9%

4–2DOL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDOL · SPDW

1.8%ROP.SW1.0%

1.4%NOVN.SW0.9%

1.3%HSBA.L0.9%

1.8%SHEL.L0.9%

Held in common51.6%

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

All Three

5Y3 funds

#
1	ADOL	WisdomTree True Developed International FundRead Desk	0.48%	2.58%	−1.1%	+11.9%	+18.1%	+20.6%	+12.1%	−11.3%	$822M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADOL	WisdomTree True Developed International FundRead Desk	0.48%	2.58%	−1.1%	+11.9%	+18.1%	+20.6%	+12.1%	−11.3%	$822M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B

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

DOL vs SPDW

DOL

WisdomTree True Developed International Fund

$17,666

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureDOLSPDW

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield2.58%3.14%

5 years, per year+12.1%+8.6%

3 years, per year+20.6%+20.4%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y16.4%17.9%

4–2measures won
DOL first

51.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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: DOL, SPDW, VEA

Today

79.7%most shared, SPDW and VEA

DOLSPDWVEA

DOL—51.6%49.3%

SPDW51.6%—79.7%

VEA49.3%79.7%—

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

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

VEA$251 − $3 = $248

DOL$258 − $48 = $210

KeptFee

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