Compare · 3 funds side by side · dividends reinvested

DIM, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeDIM · 3.04% · $304 a year on $10k

Story of the three · RiskSmallest drop

DIM, 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.0

WisdomTree International MidCap Dividend FundIncome · Dividend stocks0.58%3.04%+10.9%+15.1%+19.7%+8.7%−10.6%14.2%$158M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DIM 2006 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International MidCap Dividend Fund · $158M$15,185

DIM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

DIM

More Ways to See the Pairs

DIM vs SPYM: Top 5 Holdings

Today

DIM

4.4%in top 5

SPYM

in top 526.9%

DIMStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DIM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DIM0.58%$58

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DIM, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+10.9%Year to dateJan 1 → Nov 11+12.4%

+15.1%1 yearTotal return+12.8%

+19.7%3 years · per year$10,000 became $17,141 · $18,134+21.9%

+8.7%5 years · per year$10,000 became $15,185 · $17,537+11.9%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

3.04%Trailing 12-mo yield$304 · $102 a year on $10k1.02%

−10.6%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%LGEN.Lnot top 5

0.8%AMUN.PAnot top 5

0.8%MED.MInot top 5

0.8%AGS.BRnot top 5

0.8%1038.HKnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DIM vs SPYM Returns, Every Period

5Y

WisdomTreeDIM

+8.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DIMSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: DIM vs IVV

YTD

WisdomTreeDIM

+10.9%

IVViShares

+12.3%

+10.9%Year to date+12.3%

−10.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.7%

3.0%Yield1.1%

$158MAssets$883B

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.04%highest, DIM

FundTrailing yieldYield$10k

DIM3.04%$304

IVV1.10%$110

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$246most kept, DIM

DIM$304 − $58 = $246

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DIM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DIMSPYMIVV

DIM—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.1%DIM, at 14.2% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

DIMWorst drop−10.6%14.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DIMSPYM

+10.9%Year to date+12.4%

3.0%Yield1.0%

+15.1%Past year+12.8%

0.58%Fee0.02%

2–2level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DIM, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three