Compare · 3 funds side by side · dividends reinvested

DEMZ, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

DEMZ, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.8%+10.2%+22.4%+11.4%−12.3%15.4%$66M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DEMZ 2020 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $66M$17,163

DEMZ

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

DEMZMeasureIVV

+9.8%Year to dateJan 1 → Nov 6+8.7%

+10.2%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,354 · $18,084+21.8%

+11.4%5 years · per year$10,000 became $17,163 · $17,177+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.89%Trailing 12-mo yield$89 · $114 a year on $10k1.14%

−12.3%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

DEMZ vs IVV: Top 5 Holdings

Today

DEMZ

24.5%in top 5

IVV

in top 527.8%

DEMZStockIVV

5.2%AAPL7.9%

4.2%NVDA6.9%

5.4%MSFT6.3%

4.9%Lnot top 5

4.8%COSTnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common26.2%

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

DEMZ vs IVV Returns, Every Period

RAMDEMZ

+11.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

DEMZIVVFaded: behind in that period

3–0DEMZ wins

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

Stocks vs Core: DEMZ vs IVV

YTD

RAMDEMZ

+9.8%

IVViShares

+8.7%

+9.8%Year to date+8.7%

−12.3%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

0.9%Yield1.1%

$66.3MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: DEMZ, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

DEMZ0.45%$45

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

Yields: DEMZ, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

DEMZ0.89%$89

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DEMZ$89 − $45 = $44

KeptFee

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

Overlap: DEMZ, IVV, VOO

Today

92.2%most shared, IVV and VOO

DEMZIVVVOO

DEMZ—26.2%27.4%

IVV26.2%—92.2%

VOO27.4%92.2%—

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

Return vs Bumpiness: 3 ETFs

+10.2%DEMZ, at 15.4% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

DEMZWorst drop−12.3%15.4% vol

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

Paid More vs Made More

YTD

IVVDEMZ

+8.7%Year to date+9.8%

1.1%Yield0.9%

+9.8%Past year+10.2%

0.03%Fee0.45%

2–2level

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%

$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