SHAG vs SPYM

ASHAG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · SHAG $10,888

Lowest cost0.02%SPYM · $2 on $10k

Most income4.33%SHAG · $433 on $10k

Smallest drop−1.8%SHAG · worst fall in 1Y

Held in common[…]SHAG and SPYM

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $66MState Street SPDR Portfolio S&P 500 ETF · $183B

+4.6%3 years · per year$11,444 · $18,134+21.9%

+1.7%5 years · per year$10,888 · $17,537+11.9%

0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%

4.33%12-mo yield$433 · $102 on $10k1.02%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.33%	−0.1%	+0.6%	+1.3%	+4.6%	+1.7%	−1.8%	$66M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.33%	−0.1%	+0.6%	+1.3%	+4.6%	+1.7%	−1.8%	$66M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

$10,888

SPYM

SPDR Portfolio S&P 500

$17,537

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