Compare · 2 funds side by side · dividends reinvested

DLN and IVV

DLNWisdomTree×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,730DLN · best of the two

02 / 04

DLN and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap Dividend FundIncome · Dividend stocks0.28%1.74%+15.3%+18.6%+20.0%+12.1%−6.1%9.8%$6.2B1.3

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%$875B1.8

Rank among the two1st → 2ndFee, 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: DLN 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Dividend Fund · $6.2B$17,730

DLN

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 57.8% in common

DLNMeasureIVV

+15.3%Year to dateJan 1 → Nov 9+11.3%

+18.6%1 yearTotal return+13.6%

+20.0%3 years · per year$10,000 became $17,280 · $18,159+22.0%

+12.1%5 years · per year$10,000 became $17,730 · $17,545+11.9%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.74%Trailing 12-mo yield$174 · $111 a year on $10k1.11%

−6.1%Worst dropSmaller is better−8.9%

9.8%VolatilityLower is calmer13.8%

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

6–2DLN wins

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

More Ways to See the Pairs

DLN vs IVV: Top 5 Holdings

Today

DLN

16.1%in top 5

IVV

in top 527.8%

DLNStockIVV

2.5%AAPL7.9%

3.3%NVDA7.1%

5.1%MSFT6.2%

not top 5AMZN4.0%

2.9%JPMnot top 5

not top 5GOOGL2.6%

2.2%XOMnot top 5

Held in common57.8%

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

DLN vs IVV Returns, Every Period

WisdomTreeDLN

+12.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

DLNIVVFaded: behind in that period

3–1DLN wins

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

Income vs Core: DLN vs IVV

YTD

WisdomTreeDLN

+15.3%

IVViShares

+11.3%

+15.3%Year to date+11.3%

−6.1%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y13.8%

1.7%Yield1.1%

$6.2BAssets$875B

4–0DLN wins

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

Cost, Income and Risk

Fees: DLN, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DLN0.28%$28

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

Yields: DLN, IVV

1.74%highest, DLN

FundTrailing yieldYield$10k

DLN1.74%$174

IVV1.11%$111

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

Income After Fees on $10,000

$146most kept, DLN

DLN$174 − $28 = $146

IVV$111 − $3 = $108

KeptFee

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

Overlap: DLN, IVV

Today

57.8%most shared, DLN and IVV

DLNIVV

DLN—57.8%

IVV57.8%—

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

Return vs Bumpiness: 2 ETFs

+18.6%DLN, at 9.8% volatility

DLNWorst drop−6.1%9.8% 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

DLNIVV

+15.3%Year to date+11.3%

1.7%Yield1.1%

+18.6%Past year+13.6%

0.28%Fee0.03%

3–1DLN wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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