Compare · 3 funds side by side · dividends reinvested

DON, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DON, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.9

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B2.0

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%$853B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DON 2006 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777

DON

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

DONMeasureSPYM

+12.3%Year to dateJan 1 → Nov 6+8.8%

+14.7%1 yearTotal return+9.8%

+15.3%3 years · per year$10,000 became $15,309 · $18,082+21.8%

+8.1%5 years · per year$10,000 became $14,777 · $17,192+11.4%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

1.92%Trailing 12-mo yield$192 · $105 a year on $10k1.05%

−9.1%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

DON vs SPYM: Top 5 Holdings

Today

DON

7.3%in top 5

SPYM

in top 527.8%

DONStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

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 6, 2026 · share of each fund

DON vs SPYM Returns, Every Period

WisdomTreeDON

+8.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DONSPYMFaded: behind in that period

2–2Level

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

Income vs Core: DON vs IVV

YTD

WisdomTreeDON

+12.3%

IVViShares

+8.7%

+12.3%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

1.9%Yield1.1%

$4.0BAssets$853B

3–1DON wins

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

Cost, Income and Risk

Fees: DON, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DON0.38%$38

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

Yields: DON, SPYM, IVV

1.92%highest, DON

FundTrailing yieldYield$10k

DON1.92%$192

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DON, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DONSPYMIVV

DON—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.7%DON, at 12.3% volatility

DONWorst drop−9.1%12.3% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DONSPYM

+12.3%Year to date+8.8%

1.9%Yield1.1%

+14.7%Past year+9.8%

0.38%Fee0.02%

3–1DON wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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