DON vs SPYM

ADON

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income1.88%DON · $188 on $10k

Smallest drop−8.9%SPYM · 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 · $179B

+15.2%3 years · per year$15,297 · $18,161+22.0%

+8.2%5 years · per year$14,845 · $17,553+11.9%

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

1.88%12-mo yield$188 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · SPYM

0.3%Q0.0%

1.0%OMC0.0%

1.6%VTRS0.0%

1.6%BBY0.0%

Held in common1.1%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 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

$14,845

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDONSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield1.88%1.03%

5 years, per year+8.2%+11.9%

3 years, per year+15.2%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.5%13.7%

4–2measures won
SPYM first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DON, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

DONSPYMVOO

DON—1.1%0.9%

SPYM1.1%—92.7%

VOO0.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, DON

DON$188 − $38 = $150

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee