DON vs SPY

ADON

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DON $15,346

Lowest cost0.09%SPY · $9 on $10k

Most income1.87%DON · $187 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.0%DON and SPY

DON

SPY

WisdomTree U.S. MidCap Dividend Fund · $4.0BState Street SPDR S&P 500 ETF · $805B

+16.8%3 years · per year$15,949 · $19,132+24.1%

+8.9%5 years · per year$15,346 · $18,060+12.6%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

1.87%12-mo yield$187 · $99 on $10k0.99%

−9.1%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · SPY

0.3%Q0.0%

1.0%OMC0.0%

1.5%VTRS0.0%

0.6%DD0.0%

Held in common1.0%

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	BSPY	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
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

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	BSPY	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
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.87%	+1.4%	+15.3%	+18.1%	+16.8%	+8.9%	−9.1%	$4.0B

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

DON vs SPY

DON

WisdomTree U.S. MidCap Dividend Fund

$15,347

SPY

SPDR S&P 500

$18,060

MeasureDONSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield1.87%0.99%

5 years, per year+8.9%+12.6%

3 years, per year+16.8%+24.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.0%12.9%

4–2measures won
SPY first

1.0%

holdings shared

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

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

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: DON, SPY

Today

1.0%most shared, DON and SPY

DONSPY

DON—1.0%

SPY1.0%—

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

Income After Fees on $10,000

$149most kept, DON

DON$187 − $38 = $149

SPY$99 − $9 = $90

KeptFee

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