Compare · 3 funds side by side · dividends reinvested

IVV, DEM and VTI

IVViShares×DEMWisdomTree×VTIVanguard×

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

02 / 04

IVV, DEM and VTI, 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%$853B1.8

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.41%+16.4%+17.5%+17.5%+9.7%−7.9%15.2%$4.0B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.1

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: IVV 2000 · DEM 2007 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DEM

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,877

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

IVVMeasureDEM

+8.7%Year to dateJan 1 → Nov 6+16.4%

+9.8%1 yearTotal return+17.5%

+21.8%3 years · per year$10,000 became $18,084 · $16,234+17.5%

+11.4%5 years · per year$10,000 became $17,177 · $15,877+9.7%

0.03%Expense ratio$3 · $63 a year on $10k · lower is better0.63%

1.14%Trailing 12-mo yield$114 · $341 a year on $10k3.41%

−8.9%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer15.2%

IVVDEM 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

IVV vs DEM: Top 5 Holdings

Today

IVV

27.8%in top 5

DEM

in top 513.8%

IVVStockDEM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 50939.HK4.1%

4.0%AMZNnot top 5

not top 52454.TW2.8%

2.6%GOOGLnot top 5

not top 51398.HK2.5%

not top 5GFNORTEO2.2%

not top 5000333.S2.2%

Held in common0.0%

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

IVV vs DEM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DEMWisdomTree

+9.7%

5 years, per year

IVVDEMFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs DEM

YTD

iSharesIVV

+8.7%

DEMWisdomTree

+16.4%

+8.7%Year to date+16.4%

−8.9%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y15.2%

1.1%Yield3.4%

$853BAssets$4.0B

3–1DEM wins

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

Cost, Income and Risk

Fees: IVV, DEM, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DEM0.63%$63

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

Yields: IVV, DEM, VTI

3.41%highest, DEM

FundTrailing yieldYield$10k

DEM3.41%$341

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$278most kept, DEM

DEM$341 − $63 = $278

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, DEM, VTI

Today

85.5%most shared, IVV and VTI

IVVDEMVTI

IVV—0.0%85.5%

DEM0.0%—0.0%

VTI85.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.5%DEM, at 15.2% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

DEMWorst drop−7.9%15.2% vol

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

Paid More vs Made More

YTD

DEMVTI

+16.4%Year to date+8.9%

3.4%Yield1.1%

+17.5%Past year+9.9%

0.63%Fee0.03%

3–1DEM 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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