Compare · 3 funds side by side · dividends reinvested

DON, IVV and VTI

DONWisdomTree×IVViShares×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

DON, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.88%+15.0%+18.4%+15.2%+8.2%−9.1%12.5%$4.0B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DON 2006 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,845

DON

IVV

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

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

DONMeasureIVV

+15.0%Year to dateJan 1 → Nov 9+11.3%

+18.4%1 yearTotal return+13.6%

+15.2%3 years · per year$10,000 became $15,297 · $18,159+22.0%

+8.2%5 years · per year$10,000 became $14,845 · $17,545+11.9%

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

1.88%Trailing 12-mo yield$188 · $111 a year on $10k1.11%

−9.1%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.8%

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

4–4Level

End-of-day Nov 9, 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 527.8%

DONStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.6%BBYnot top 5

1.6%VTRSnot top 5

1.4%BENnot top 5

1.3%HASnot top 5

1.3%APAnot top 5

Held in common1.1%

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

DON vs IVV Returns, Every Period

WisdomTreeDON

+8.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

DONIVVFaded: behind in that period

2–2Level

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

Income vs Core: DON vs IVV

YTD

WisdomTreeDON

+15.0%

IVViShares

+11.3%

+15.0%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.8%

1.9%Yield1.1%

$4.0BAssets$875B

3–1DON wins

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

Cost, Income and Risk

Fees: DON, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DON0.38%$38

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

Yields: DON, IVV, VTI

1.88%highest, DON

FundTrailing yieldYield$10k

DON1.88%$188

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$150most kept, DON

DON$188 − $38 = $150

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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

Overlap: DON, IVV, VTI

Today

86.0%most shared, IVV and VTI

DONIVVVTI

DON—1.1%3.2%

IVV1.1%—86.0%

VTI3.2%86.0%—

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

Return vs Bumpiness: 3 ETFs

+18.4%DON, at 12.5% volatility

DONWorst drop−9.1%12.5% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

DONVTI

+15.0%Year to date+11.6%

1.9%Yield1.1%

+18.4%Past year+13.9%

0.38%Fee0.03%

3–1DON 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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