WTMY vs SPY

AWTMY

BSPY

Measures won3–1WTMY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.05%WTMY · $405 on $10k

Smallest drop−5.9%WTMY · worst fall in 1Y

Held in common[…]WTMY and SPY

WTMY

SPY

WisdomTree High Income Laddered Municipal Fund · $5MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

4.05%12-mo yield$405 · $103 on $10k1.03%

−5.9%Worst dropSmaller wins−8.9%

3.2%VolatilityLower wins13.6%

3–1WTMY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTMY · SPY

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AWTMY	WisdomTree High Income Laddered Municipal FundRead Desk		0.35%	4.05%	+0.3%	+0.7%	+1.0%	new	new	−5.9%	$5M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AWTMY	WisdomTree High Income Laddered Municipal FundRead Desk		0.35%	4.05%	+0.3%	+0.7%	+1.0%	new	new	−5.9%	$5M

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

WTMY vs SPY

WTMY

WisdomTree High Income Laddered Municipal Fund

[…]

SPY

SPDR S&P 500

$17,118

MeasureWTMYSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield4.05%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−5.9%−8.9%

Volatility · 1Y3.2%13.6%

3–1measures won
WTMY first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: WTMY, SPY

Today

[…]holdings […]

WTMYSPY

WTMY—[…]

SPY[…]—

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

Income After Fees on $10,000

$370most kept, WTMY

WTMY$405 − $35 = $370

SPY$103 − $9 = $94

KeptFee

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