Compare · 3 funds side by side · dividends reinvested

DHS, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,102DHS · best of the three

02 / 04

DHS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.19%+20.1%+25.5%+19.8%+12.6%−6.3%11.1%$1.6B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DHS 2006 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.6B$18,102

DHS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

DHSMeasureSPY

+20.1%Year to dateJan 1 → Nov 9+11.2%

+25.5%1 yearTotal return+13.5%

+19.8%3 years · per year$10,000 became $17,180 · $18,118+21.9%

+12.6%5 years · per year$10,000 became $18,102 · $17,493+11.8%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

3.19%Trailing 12-mo yield$319 · $101 a year on $10k1.01%

−6.3%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.7%

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

6–2DHS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DHS vs SPY: Top 5 Holdings

Today

DHS

21.4%in top 5

SPY

in top 527.8%

DHSStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.6%ABBVnot top 5

4.7%MRKnot top 5

not top 5AMZN4.0%

3.9%MOnot top 5

3.8%XOMnot top 5

3.4%PMnot top 5

not top 5GOOGL2.6%

Held in common10.2%

End-of-day Nov 9, 2026 · share of each fund

DHS vs SPY Returns, Every Period

WisdomTreeDHS

+12.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

DHSSPYFaded: behind in that period

3–1DHS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: DHS vs IVV

YTD

WisdomTreeDHS

+20.1%

IVViShares

+11.3%

+20.1%Year to date+11.3%

−6.3%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.8%

3.2%Yield1.1%

$1.6BAssets$875B

4–0DHS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DHS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DHS0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DHS, SPY, IVV

3.19%highest, DHS

FundTrailing yieldYield$10k

DHS3.19%$319

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$281most kept, DHS

DHS$319 − $38 = $281

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DHS, SPY, IVV

Today

99.9%most shared, SPY and IVV

DHSSPYIVV

DHS—10.2%10.2%

SPY10.2%—99.9%

IVV10.2%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.5%DHS, at 11.1% volatility

DHSWorst drop−6.3%11.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DHSIVV

+20.1%Year to date+11.3%

3.2%Yield1.1%

+25.5%Past year+13.6%

0.38%Fee0.03%

3–1DHS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026