Compare · 3 funds side by side · dividends reinvested

DEW, VOO and IVV

DEWWisdomTree×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,213DEW · best of the three

02 / 04

DEW, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global High Dividend FundIncome · Dividend stocks0.58%3.04%+19.8%+25.3%+22.4%+12.7%−6.3%10.1%$169M1.3

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%$853B2.3

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%$1.00T2.4

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: DEW 2006 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global High Dividend Fund · $169M$18,213

DEW

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

DEWMeasureVOO

+19.8%Year to dateJan 1 → Nov 6+8.7%

+25.3%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,338 · $18,079+21.8%

+12.7%5 years · per year$10,000 became $18,213 · $17,177+11.4%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

3.04%Trailing 12-mo yield$304 · $110 a year on $10k1.10%

−6.3%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.5%

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

7–1DEW wins

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

More Ways to See the Pairs

DEW vs VOO: Top 5 Holdings

Today

DEW

8.2%in top 5

VOO

in top 528.3%

DEWStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.9%PMnot top 5

1.9%CVXnot top 5

1.5%MOnot top 5

1.5%VZnot top 5

1.4%PFEnot top 5

Held in common7.7%

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

DEW vs VOO Returns, Every Period

WisdomTreeDEW

+12.7%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

DEWVOOFaded: behind in that period

4–0DEW wins

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

Income vs Core: DEW vs IVV

YTD

WisdomTreeDEW

+19.8%

IVViShares

+8.7%

+19.8%Year to date+8.7%

−6.3%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

3.0%Yield1.1%

$169MAssets$853B

4–0DEW wins

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

Cost, Income and Risk

Fees: DEW, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DEW0.58%$58

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

Yields: DEW, VOO, IVV

3.04%highest, DEW

FundTrailing yieldYield$10k

DEW3.04%$304

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$246most kept, DEW

DEW$304 − $58 = $246

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: DEW, VOO, IVV

Today

92.2%most shared, VOO and IVV

DEWVOOIVV

DEW—7.7%8.7%

VOO7.7%—92.2%

IVV8.7%92.2%—

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

Return vs Bumpiness: 3 ETFs

+25.3%DEW, at 10.1% volatility

DEWWorst drop−6.3%10.1% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DEWIVV

+19.8%Year to date+8.7%

3.0%Yield1.1%

+25.3%Past year+9.8%

0.58%Fee0.03%

3–1DEW 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

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