WDGF vs SPYM

AWDGF

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common2.0%WDGF and SPYM

WDGF

SPYM

WisdomTree Global Defense Fund · $5MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

0.05%12-mo yield$5 · $101 on $10k1.01%

−19.9%Worst dropSmaller wins−8.9%

22.7%VolatilityLower wins12.8%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsWDGF · SPYM

5.5%PLTR0.6%

5.0%RTX0.4%

2.1%BA0.2%

5.9%LMT0.2%

Held in common2.0%

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDGF vs SPYM

WDGF

WisdomTree Global Defense Fund

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureWDGFSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield0.05%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−19.9%−8.9%

Volatility · 1Y22.7%12.8%

4–0measures won
SPYM first

2.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WDGF, SPYM

Today

2.0%most shared, WDGF and SPYM

WDGFSPYM

WDGF—2.0%

SPYM2.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee