DON vs SPY

ADON

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.92%DON · $192 on $10k

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

Held in common1.1%DON and SPY

DON

SPY

WisdomTree U.S. MidCap Dividend Fund · $4.0BState Street SPDR S&P 500 ETF · $819B

+15.3%3 years · per year$15,309 · $18,039+21.7%

+8.1%5 years · per year$14,777 · $17,118+11.3%

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

1.92%12-mo yield$192 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · SPY

1.0%OMC0.0%

0.3%Q0.0%

1.5%VTRS0.0%

0.6%DD0.0%

Held in common1.1%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

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

DON vs SPY

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

SPY

SPDR S&P 500

$17,118

MeasureDONSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield1.92%1.03%

5 years, per year+8.1%+11.3%

3 years, per year+15.3%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
SPY first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: DON, SPY, VOO

Today

92.2%most shared, SPY and VOO

DONSPYVOO

DON—1.1%0.9%

SPY1.1%—92.2%

VOO0.9%92.2%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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