Compare2 funds · 1 pair
Picked · 2YTD
DTDvsSPYVersus · 5Y · 56.5% held in common3–2measures won
Close to theseFee · YTD
Best of the twoNov 6
  • Lowest cost$ a year on $10kSPY 0.09%
  • Most incometrailing 12-month yieldDTD 1.85%
  • Best 5 yearsper yearSPY +11.3%
  • Smallest drop · 1Yworst fall in the past yearDTD −6.3%
Measures won3–2DTD wins · of 6 · 5Y
$10,000 · 5Y$17,118SPY · DTD $17,109
Lowest cost0.09%SPY · $9 on $10k
Most income1.85%DTD · $185 on $10k
Smallest drop−6.3%DTD · worst fall in 1Y
Held in common56.5%DTD and SPY

DTD vs SPY

5Y
DTD
SPY
WisdomTree U.S. Total Dividend Fund · $1.7BState Street SPDR S&P 500 ETF · $778B
+19.6%3 years · per year$17,125 · $18,039+21.7%
+11.3%5 years · per year$17,109 · $17,118+11.3%
0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%
1.85%12-mo yield$185 · $103 on $10k1.03%
−6.3%Worst dropSmaller wins−8.9%
9.8%VolatilityLower wins13.6%
3–2DTD wins
$10,000 · 5 yearsOne scale
$10k startSPY $17.1kDTD $17.1kOct 2021Nov 2026
Shared top holdingsDTD · SPY
4.2%MSFT6.3%
3.3%NVDA6.9%
2.4%AAPL7.9%
1.6%AVGO2.2%
Held in common56.5%
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
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Both

5Y2 funds
#Trend
1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.03%+0.3%+8.7%+9.7%+21.7%+11.3%−8.9%$777.7B
2ADTDWisdomTree U.S. Total Dividend FundReadDesk0.28%1.85%−0.2%+13.3%+16.2%+19.6%+11.3%−6.3%$1.7B
End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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Cards for this view

DTD vs SPY

5Y
WisdomTree U.S. Total Dividend Fund
$17,109
SPDR S&P 500
$17,118
$10k$15kNov 2021Nov 2026$17,109$17,118$10k$15kNov 2021Nov 2026$17,109$17,118
MeasureDTDSPY
Fee0.28%0.09%
Cost on $10k a year$28$9
Yield1.85%1.03%
5 years, per year+11.3%+11.3%
3 years, per year+19.6%+21.7%
Worst drop · 1Y−6.3%−8.9%
Volatility · 1Y9.8%13.6%
3–2measures won
DTD first
56.5%
holdings shared
Nov 6, 2026 · $10,000 five years ago, dividends reinvested
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
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SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
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JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
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Overlap: DTD, SPY

Today
56.5%most shared, DTD and SPY
DTDSPY
DTD—56.5%
SPY56.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$157most kept, DTD
DTD$185 − $28 = $157
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com