DON vs SPYM

ADON

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.92%DON · $192 on $10k

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

Held in common1.1%DON and SPYM

DON

SPYM

WisdomTree U.S. MidCap Dividend Fund · $4.0BState Street SPDR Portfolio S&P 500 ETF · $178B

+15.3%3 years · per year$15,309 · $18,082+21.8%

+8.1%5 years · per year$14,777 · $17,192+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

1.92%12-mo yield$192 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · SPYM

1.0%OMC0.0%

0.3%Q0.0%

1.5%VTRS0.0%

1.6%BBY0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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 SPYM

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDONSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield1.92%1.05%

5 years, per year+8.1%+11.4%

3 years, per year+15.3%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
SPYM 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%

$178BAssets$778B

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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DONSPYMIVV

DON—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%99.9%—

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

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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