Compare · 3 funds side by side · dividends reinvested

DEM, VOO and IVV

DEMWisdomTree×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DEM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.38%+17.5%+19.1%+18.3%+9.5%−7.9%15.1%$4.0B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DEM 2007 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,521

DEM

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

DEMMeasureVOO

+17.5%Year to dateJan 1 → Nov 5+13.4%

+19.1%1 yearTotal return+13.5%

+18.3%3 years · per year$10,000 became $16,564 · $19,172+24.2%

+9.5%5 years · per year$10,000 became $15,726 · $18,115+12.6%

0.63%Expense ratio$63 · $3 a year on $10k · lower is better0.03%

3.38%Trailing 12-mo yield$338 · $105 a year on $10k1.05%

−7.9%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

DEM vs VOO: Top 5 Holdings

Today

DEM

13.8%in top 5

VOO

in top 528.3%

DEMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.1%0939.HKnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%2454.TWnot top 5

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 5, 2026 · share of each fund

DEM vs VOO Returns, Every Period

WisdomTreeDEM

+9.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

DEMVOOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DEM vs IVV

YTD

WisdomTreeDEM

+17.5%

IVViShares

+13.4%

+17.5%Year to date+13.4%

−7.9%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y12.9%

3.4%Yield1.1%

$4.0BAssets$887B

3–1DEM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DEM0.63%$63

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DEM, VOO, IVV

3.38%highest, DEM

FundTrailing yieldYield$10k

DEM3.38%$338

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$275most kept, DEM

DEM$338 − $63 = $275

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DEM, VOO, IVV

Today

93.5%most shared, VOO and IVV

DEMVOOIVV

DEM—0.0%0.0%

VOO0.0%—93.5%

IVV0.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%DEM, at 15.1% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

DEMWorst drop−7.9%15.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DEMIVV

+17.5%Year to date+13.4%

3.4%Yield1.1%

+19.1%Past year+13.5%

0.63%Fee0.03%

3–1DEM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026