WTV vs SPY

AWTV

BSPY

Measures won5–1WTV wins · of 6 · 5Y

$10,000 · 5Y$18,803WTV · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income2.02%WTV · $202 on $10k

Smallest drop−7.1%WTV · worst fall in 1Y

Held in common18.7%WTV and SPY

WTV

SPY

WisdomTree U.S. Value Fund · $3.3BState Street SPDR S&P 500 ETF · $778B

+23.3%3 years · per year$18,760 · $18,039+21.7%

+13.5%5 years · per year$18,803 · $17,118+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

2.02%12-mo yield$202 · $103 on $10k1.03%

−7.1%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.6%

5–1WTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTV · SPY

3.2%NVDA6.9%

1.3%META2.1%

1.0%XOM1.1%

2.5%CVX0.7%

Held in common18.7%

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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.02%	−0.7%	+15.5%	+20.0%	+23.3%	+13.5%	−7.1%	$3.3B
2	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%	$777.7B

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	AWTV	WisdomTree U.S. Value FundRead Desk		0.12%	2.02%	−0.7%	+15.5%	+20.0%	+23.3%	+13.5%	−7.1%	$3.3B
2	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%	$777.7B

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

WTV vs SPY

WTV

WisdomTree U.S. Value Fund

$18,803

SPY

SPDR S&P 500

$17,118

MeasureWTVSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield2.02%1.03%

5 years, per year+13.5%+11.3%

3 years, per year+23.3%+21.7%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.7%13.6%

5–1measures won
WTV first

18.7%

holdings shared

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WTV, SPY

Today

18.7%most shared, WTV and SPY

WTVSPY

WTV—18.7%

SPY18.7%—

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

Income After Fees on $10,000

$190most kept, WTV

WTV$202 − $12 = $190

SPY$103 − $9 = $94

KeptFee

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