Compare · 3 funds side by side · dividends reinvested

DWMF, IVV and VT

DWMFWisdomTree×IVViShares×VTVanguard×

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

02 / 04

DWMF, IVV and VT, 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%$853B1.8

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.3%+14.3%+20.9%+9.8%−9.7%14.9%$81.8B2.0

WisdomTree International Multifactor FundInternational · Ex-US broad0.38%2.94%+4.9%+7.3%+14.2%+8.4%−8.7%13.5%$33M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DWMF 2018 · IVV 2000 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Multifactor Fund · $33M$14,962

DWMF

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DWMFMeasureIVV

+4.9%Year to dateJan 1 → Nov 9+11.3%

+7.3%1 yearTotal return+13.6%

+14.2%3 years · per year$10,000 became $14,882 · $18,159+22.0%

+8.4%5 years · per year$10,000 became $14,962 · $17,545+11.9%

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

2.94%Trailing 12-mo yield$294 · $111 a year on $10k1.11%

−8.7%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DWMF vs IVV: Top 5 Holdings

Today

DWMF

7.7%in top 5

IVV

in top 527.8%

DWMFStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%ASML.ASnot top 5

1.8%IHG.Lnot top 5

1.6%NOVN.SWnot top 5

1.3%HSBA.Lnot top 5

1.1%SHEL.Lnot top 5

Held in common0.0%

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

DWMF vs IVV Returns, Every Period

WisdomTreeDWMF

+8.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

DWMFIVVFaded: behind in that period

0–4IVV wins

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

DWMF vs VT

YTD

WisdomTreeDWMF

+4.9%

VTVanguard

+11.3%

+4.9%Year to date+11.3%

−8.7%Worst drop · 1Y−9.7%

13.5%Volatility · 1Y14.9%

2.9%Yield1.6%

$32.6MAssets$81.8B

3–1DWMF wins

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

Cost, Income and Risk

Fees: DWMF, IVV, VT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VT0.06%$6

DWMF0.38%$38

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

Yields: DWMF, IVV, VT

2.94%highest, DWMF

FundTrailing yieldYield$10k

DWMF2.94%$294

VT1.55%$155

IVV1.11%$111

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

Income After Fees on $10,000

$256most kept, DWMF

DWMF$294 − $38 = $256

VT$155 − $6 = $149

IVV$111 − $3 = $108

KeptFee

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

Overlap: DWMF, IVV, VT

Today

55.2%most shared, IVV and VT

DWMFIVVVT

DWMF—0.0%7.9%

IVV0.0%—55.2%

VT7.9%55.2%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VT, at 14.9% volatility

DWMFWorst drop−8.7%13.5% vol

IVVWorst drop−8.9%13.8% vol

VTWorst drop−9.7%14.9% vol

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

Paid More vs Made More

YTD

DWMFVT

+4.9%Year to date+11.3%

2.9%Yield1.6%

+7.3%Past year+14.3%

0.38%Fee0.06%

3–1VT 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026