Compare · 3 funds side by side · dividends reinvested

DWMF, SPY and IVV

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

02 / 04

DWMF, SPY 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%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

WisdomTree International Multifactor FundInternational · Ex-US broad0.38%3.02%+2.3%+4.5%+13.5%+8.0%−8.7%13.3%$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 6, 2026 · returns include dividends · since: DWMF 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International Multifactor Fund · $33M$14,664

DWMF

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

DWMFMeasureSPY

+2.3%Year to dateJan 1 → Nov 6+8.7%

+4.5%1 yearTotal return+9.7%

+13.5%3 years · per year$10,000 became $14,605 · $18,039+21.7%

+8.0%5 years · per year$10,000 became $14,664 · $17,118+11.3%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

3.02%Trailing 12-mo yield$302 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

DWMF vs SPY: Top 5 Holdings

Today

DWMF

7.8%in top 5

SPY

in top 527.8%

DWMFStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.1%ASML.ASnot top 5

1.6%IHG.Lnot top 5

1.6%NOVN.SWnot top 5

1.2%HSBA.Lnot top 5

1.2%SHEL.Lnot top 5

Held in common0.0%

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

DWMF vs SPY Returns, Every Period

WisdomTreeDWMF

+8.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DWMFSPYFaded: behind in that period

0–4SPY wins

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

International vs Core: DWMF vs IVV

YTD

WisdomTreeDWMF

+2.3%

IVViShares

+8.7%

+2.3%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

3.0%Yield1.1%

$32.9MAssets$850B

3–1DWMF wins

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

Cost, Income and Risk

Fees: DWMF, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DWMF0.38%$38

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

Yields: DWMF, SPY, IVV

3.02%highest, DWMF

FundTrailing yieldYield$10k

DWMF3.02%$302

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$264most kept, DWMF

DWMF$302 − $38 = $264

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: DWMF, SPY, IVV

Today

99.9%most shared, SPY and IVV

DWMFSPYIVV

DWMF—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

DWMFWorst drop−8.7%13.3% vol

SPYWorst 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

DWMFIVV

+2.3%Year to date+8.7%

3.0%Yield1.1%

+4.5%Past year+9.8%

0.38%Fee0.03%

3–1IVV 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%

$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$850B

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