Compare · 2 funds side by side · dividends reinvested

DWLD and IVV

DWLDDavis×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

DWLD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.1

Davis Select Worldwide ETFUnsorted0.62%1.59%−1.7%+3.5%+21.2%+9.5%−11.3%14.8%$584M1.9

Rank among the two1st → 2ndFee, 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: DWLD 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Davis Select Worldwide ETF · $584M$15,722

DWLD

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

DWLDMeasureIVV

−1.7%Year to dateJan 1 → Nov 6+8.7%

+3.5%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,782 · $18,084+21.8%

+9.5%5 years · per year$10,000 became $15,722 · $17,177+11.4%

0.62%Expense ratio$62 · $3 a year on $10k · lower is better0.03%

1.59%Trailing 12-mo yield$159 · $114 a year on $10k1.14%

−11.3%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

1–7IVV wins

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

More Ways to See the Pairs

DWLD vs IVV: Top 5 Holdings

Today

DWLD

27.0%in top 5

IVV

in top 527.8%

DWLDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

6.6%YMMnot top 5

not top 5MSFT6.3%

6.1%TCOMnot top 5

5.8%JBSnot top 5

4.6%DVNnot top 5

not top 5AMZN4.0%

3.8%APPnot top 5

not top 5GOOGL2.6%

Held in common11.1%

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

DWLD vs IVV Returns, Every Period

DavisDWLD

+9.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

DWLDIVVFaded: behind in that period

0–4IVV wins

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

Unsorted vs Core: DWLD vs IVV

YTD

DavisDWLD

−1.7%

IVViShares

+8.7%

−1.7%Year to date+8.7%

−11.3%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

1.6%Yield1.1%

$584MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: DWLD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DWLD0.62%$62

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

Yields: DWLD, IVV

1.59%highest, DWLD

FundTrailing yieldYield$10k

DWLD1.59%$159

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DWLD$159 − $62 = $97

KeptFee

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

Overlap: DWLD, IVV

Today

11.1%most shared, DWLD and IVV

DWLDIVV

DWLD—11.1%

IVV11.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

DWLDWorst drop−11.3%14.8% vol

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

Paid More vs Made More

YTD

DWLDIVV

−1.7%Year to date+8.7%

1.6%Yield1.1%

+3.5%Past year+9.8%

0.62%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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