DTD vs SPYM

ADTD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · DTD $17,413

Lowest cost0.02%SPYM · $2 on $10k

Most income1.82%DTD · $182 on $10k

Smallest drop−6.3%DTD · worst fall in 1Y

Held in common56.1%DTD and SPYM

DTD

SPYM

WisdomTree U.S. Total Dividend Fund · $1.6BState Street SPDR Portfolio S&P 500 ETF · $179B

+19.5%3 years · per year$17,077 · $18,161+22.0%

+11.7%5 years · per year$17,413 · $17,553+11.9%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

1.82%12-mo yield$182 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDTD · SPYM

4.4%MSFT6.2%

3.1%NVDA7.1%

2.4%AAPL7.9%

1.6%META2.1%

Held in common56.1%

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

Both

5Y2 funds

#			Trend
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	ADTD	WisdomTree U.S. Total Dividend FundRead Desk		0.28%	1.82%	+1.9%	+15.5%	+18.8%	+19.5%	+11.7%	−6.3%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	ADTD	WisdomTree U.S. Total Dividend FundRead Desk		0.28%	1.82%	+1.9%	+15.5%	+18.8%	+19.5%	+11.7%	−6.3%	$1.6B

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

DTD vs SPYM

DTD

WisdomTree U.S. Total Dividend Fund

$17,413

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDTDSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield1.82%1.03%

5 years, per year+11.7%+11.9%

3 years, per year+19.5%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.0%13.7%

3–3measures won
level

56.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DTD, SPYM

Today

56.1%most shared, DTD and SPYM

DTDSPYM

DTD—56.1%

SPYM56.1%—

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

Income After Fees on $10,000

$154most kept, DTD

DTD$182 − $28 = $154

SPYM$103 − $2 = $101

KeptFee

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