Compare · 3 funds side by side · dividends reinvested

DLS, IVV and VOO

DLSWisdomTree×IVViShares×VOOVanguard×

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

02 / 04

DLS, 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%$850B1.6

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%$1.00T1.8

WisdomTree International SmallCap Dividend FundIncome · Dividend stocks0.58%3.65%+5.3%+11.6%+18.9%+6.3%−11.0%14.3%$1.0B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DLS 2006 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

DLS

WisdomTree International SmallCap Dividend Fund · $1.0B$13,598

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

IVVMeasureDLS

+8.7%Year to dateJan 1 → Nov 6+5.3%

+9.8%1 yearTotal return+11.6%

+21.8%3 years · per year$10,000 became $18,084 · $16,824+18.9%

+11.4%5 years · per year$10,000 became $17,177 · $13,598+6.3%

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.14%Trailing 12-mo yield$114 · $365 a year on $10k3.65%

−8.9%Worst dropSmaller is better−11.0%

13.6%VolatilityLower is calmer14.3%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs DLS: Top 5 Holdings

Today

IVV

27.8%in top 5

DLS

in top 52.3%

IVVStockDLS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DOFG.OL0.6%

not top 5NOS.LS0.5%

not top 52510.HK0.4%

not top 5SOLB.BR0.4%

not top 5ODL.OL0.4%

Held in common0.0%

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

IVV vs DLS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DLSWisdomTree

+6.3%

5 years, per year

IVVDLSFaded: behind in that period

3–1IVV wins

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

Core vs Income: IVV vs DLS

YTD

iSharesIVV

+8.7%

DLSWisdomTree

+5.3%

+8.7%Year to date+5.3%

−8.9%Worst drop · 1Y−11.0%

13.6%Volatility · 1Y14.3%

1.1%Yield3.6%

$850BAssets$1.0B

3–1IVV wins

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

Cost, Income and Risk

Fees: DLS, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

DLS0.58%$58

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

Yields: DLS, IVV, VOO

3.65%highest, DLS

FundTrailing yieldYield$10k

DLS3.65%$365

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$307most kept, DLS

DLS$365 − $58 = $307

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: DLS, IVV, VOO

Today

92.2%most shared, IVV and VOO

DLSIVVVOO

DLS—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%DLS, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

DLSWorst drop−11.0%14.3% vol

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

Paid More vs Made More

YTD

DLSIVV

+5.3%Year to date+8.7%

3.6%Yield1.1%

+11.6%Past year+9.8%

0.58%Fee0.03%

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