EES vs SPYM

AEES

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · EES $13,870

Lowest cost0.02%SPYM · $2 on $10k

Most income1.19%EES · $119 on $10k

Smallest drop−8.0%EES · worst fall in 1Y

Held in common0.0%EES and SPYM

EES

SPYM

WisdomTree U.S. SmallCap Fund · $688MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.3%3 years · per year$16,557 · $18,222+22.1%

+6.8%5 years · per year$13,870 · $17,164+11.4%

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

1.19%12-mo yield$119 · $106 on $10k1.06%

−8.0%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEES · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	−3.5%	+15.0%	+20.5%	+18.3%	+6.8%	−8.0%	$688M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	−3.5%	+15.0%	+20.5%	+18.3%	+6.8%	−8.0%	$688M

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

Cards for this view

EES vs SPYM

EES

WisdomTree U.S. SmallCap Fund

$13,870

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureEESSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield1.19%1.06%

5 years, per year+6.8%+11.4%

3 years, per year+18.3%+22.1%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y15.5%13.6%

4–2measures won
SPYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EES, SPYM

Today

0.0%most shared, EES and SPYM

EESSPYM

EES—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

EES$119 − $38 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee