Compare · 3 funds side by side · dividends reinvested

DSMC, VOO and IVV

DSMCDistillate×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

DSMC, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.6

Distillate Small/Mid Cash Flow ETFUnsorted0.55%1.09%+30.5%+34.9%+18.3%[…]−6.3%15.3%$151M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DSMC 2022 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Distillate Small/Mid Cash Flow ETF · $151M[…]

DSMC

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DSMCMeasureVOO

+30.5%Year to dateJan 1 → Nov 4+13.4%

+34.9%1 yearTotal return+13.5%

+18.3%3 years · per year$10,000 became $16,564 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $105 a year on $10k1.05%

−6.3%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer12.8%

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

4–3DSMC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DSMC vs VOO: Top 5 Holdings

Today

DSMC

6.8%in top 5

VOO

in top 528.3%

DSMCStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.0%SWKSnot top 5

1.3%DXCnot top 5

1.2%VSNTnot top 5

1.2%ICLRnot top 5

1.1%CROXnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

DSMC vs VOO Returns, Every Period

DistillateDSMC

+34.9%

past year

VOOVanguard

+13.5%

past year

DSMCVOOFaded: behind in that period

2–1DSMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: DSMC vs IVV

YTD

DistillateDSMC

+30.5%

IVViShares

+13.4%

+30.5%Year to date+13.4%

−6.3%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y12.9%

1.1%Yield1.1%

$151MAssets$872B

2–1DSMC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DSMC, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DSMC0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DSMC, VOO, IVV

1.09%highest, DSMC

FundTrailing yieldYield$10k

DSMC1.09%$109

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

DSMC$109 − $55 = $54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DSMC, VOO, IVV

Today

94.5%most shared, VOO and IVV

DSMCVOOIVV

DSMC—0.2%0.2%

VOO0.2%—94.5%

IVV0.2%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.9%DSMC, at 15.3% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

DSMCWorst drop−6.3%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DSMCIVV

+30.5%Year to date+13.4%

1.1%Yield1.1%

+34.9%Past year+13.5%

0.55%Fee0.03%

2–1DSMC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026