Compare · 3 funds side by side · dividends reinvested

DON, IVV and VOO

DONWisdomTree×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DON, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.4%+15.5%+15.5%+8.1%−9.1%12.3%$4.0B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DON 2006 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,735

DON

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

DONMeasureIVV

+12.4%Year to dateJan 1 → Nov 5+8.4%

+15.5%1 yearTotal return+9.7%

+15.5%3 years · per year$10,000 became $15,425 · $18,221+22.1%

+8.1%5 years · per year$10,000 became $14,735 · $17,151+11.4%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.92%Trailing 12-mo yield$192 · $114 a year on $10k1.14%

−9.1%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

DON vs IVV: Top 5 Holdings

Today

DON

7.3%in top 5

IVV

in top 527.7%

DONStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.6%BBYnot top 5

1.5%APAnot top 5

1.5%VTRSnot top 5

1.3%DINOnot top 5

1.3%HASnot top 5

Held in common1.1%

End-of-day Nov 5, 2026 · share of each fund

DON vs IVV Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

DONIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DON vs IVV

YTD

WisdomTreeDON

+12.4%

IVViShares

+8.4%

+12.4%Year to date+8.4%

−9.1%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

1.9%Yield1.1%

$4.0BAssets$887B

3–1DON wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DON, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

DON0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DON, IVV, VOO

1.92%highest, DON

FundTrailing yieldYield$10k

DON1.92%$192

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DON, IVV, VOO

Today

93.5%most shared, IVV and VOO

DONIVVVOO

DON—1.1%0.9%

IVV1.1%—93.5%

VOO0.9%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.5%DON, at 12.3% volatility

DONWorst drop−9.1%12.3% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DONVOO

+12.4%Year to date+8.4%

1.9%Yield1.1%

+15.5%Past year+9.8%

0.38%Fee0.03%

3–1DON wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026