SPYD vs DON

ASPYD

BDON

Measures won4–2SPYD wins · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · SPYD $15,311

Lowest cost0.07%SPYD · $7 on $10k

Most income4.17%SPYD · $417 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common13.5%SPYD and DON

SPYD

DON

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.8BWisdomTree U.S. MidCap Dividend Fund · $4.0B

+18.9%3 years · per year$16,806 · $15,309+15.3%

+8.9%5 years · per year$15,311 · $14,777+8.1%

0.07%Expense ratio$7 · $38 on $10k · lower wins0.38%

4.17%12-mo yield$417 · $192 on $10k1.92%

−9.8%Worst dropSmaller wins−9.1%

12.5%VolatilityLower wins12.3%

4–2SPYD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYD · DON

1.5%BBY1.6%

1.7%HAS1.3%

1.3%BEN1.3%

1.6%SWK1.1%

Held in common13.5%

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

All Three

5Y3 funds

#
1	SMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk	0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.8B
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk	0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.8B
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYD vs DON

SPYD

SPDR Portfolio S&P 500 High Dividend

$15,311

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

MeasureSPYDDON

Fee0.07%0.38%

Cost on $10k a year$7$38

Yield4.17%1.92%

5 years, per year+8.9%+8.1%

3 years, per year+18.9%+15.3%

Worst drop · 1Y−9.8%−9.1%

Volatility · 1Y12.5%12.3%

4–2measures won
SPYD first

13.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPYD, DON, SMLF

Today

24.2%most shared, DON and SMLF

SPYDDONSMLF

SPYD—13.5%1.4%

DON13.5%—24.2%

SMLF1.4%24.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$410most kept, SPYD

SPYD$417 − $7 = $410

DON$192 − $38 = $154

SMLF$102 − $15 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee