Compare · 3 funds side by side · dividends reinvested

DEM, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DEM, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.9

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.41%+16.4%+17.5%+17.5%+9.7%−7.9%15.2%$4.0B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DEM 2007 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,877

DEM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEMMeasureSPYM

+16.4%Year to dateJan 1 → Nov 6+8.8%

+17.5%1 yearTotal return+9.8%

+17.5%3 years · per year$10,000 became $16,234 · $18,082+21.8%

+9.7%5 years · per year$10,000 became $15,877 · $17,192+11.4%

0.63%Expense ratio$63 · $2 a year on $10k · lower is better0.02%

3.41%Trailing 12-mo yield$341 · $105 a year on $10k1.05%

−7.9%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

DEMSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEM vs SPYM: Top 5 Holdings

Today

DEM

13.8%in top 5

SPYM

in top 527.8%

DEMStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.1%0939.HKnot top 5

not top 5AMZN4.0%

2.8%2454.TWnot top 5

not top 5GOOGL2.6%

2.5%1398.HKnot top 5

2.2%GFNORTEOnot top 5

2.2%000333.Snot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DEM vs SPYM Returns, Every Period

WisdomTreeDEM

+9.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DEMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: DEM vs IVV

YTD

WisdomTreeDEM

+16.4%

IVViShares

+8.7%

+16.4%Year to date+8.7%

−7.9%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

3.4%Yield1.1%

$4.0BAssets$853B

3–1DEM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DEM0.63%$63

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DEM, SPYM, IVV

3.41%highest, DEM

FundTrailing yieldYield$10k

DEM3.41%$341

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$278most kept, DEM

DEM$341 − $63 = $278

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DEM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DEMSPYMIVV

DEM—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+17.5%DEM, at 15.2% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DEMWorst drop−7.9%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DEMSPYM

+16.4%Year to date+8.8%

3.4%Yield1.1%

+17.5%Past year+9.8%

0.63%Fee0.02%

3–1DEM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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