Compare · 3 funds side by side · dividends reinvested

IVV, DFE and SPY

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, DFE and SPY, 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%$850B1.5

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%$819B2.0

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%4.08%+6.1%+13.8%+18.7%+4.6%−11.4%15.4%$161M2.5

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 · DFE 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

DFE

WisdomTree Europe SmallCap Dividend Fund · $161M$12,516

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

IVVMeasureDFE

+8.7%Year to dateJan 1 → Nov 6+6.1%

+9.8%1 yearTotal return+13.8%

+21.8%3 years · per year$10,000 became $18,084 · $16,724+18.7%

+11.4%5 years · per year$10,000 became $17,177 · $12,516+4.6%

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.14%Trailing 12-mo yield$114 · $408 a year on $10k4.08%

−8.9%Worst dropSmaller is better−11.4%

13.6%VolatilityLower is calmer15.4%

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

6–2IVV wins

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 DFE: Top 5 Holdings

Today

IVV

27.8%in top 5

DFE

in top 55.6%

IVVStockDFE

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5ODL.OL1.5%

not top 5BNOR.OL1.1%

not top 5PNN.L1.0%

not top 5HMSO.L1.0%

not top 5DNO.OL1.0%

Held in common0.0%

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

IVV vs DFE Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFEWisdomTree

+4.6%

5 years, per year

IVVDFEFaded: behind in that period

3–1IVV wins

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

Core vs Income: IVV vs DFE

YTD

iSharesIVV

+8.7%

DFEWisdomTree

+6.1%

+8.7%Year to date+6.1%

−8.9%Worst drop · 1Y−11.4%

13.6%Volatility · 1Y15.4%

1.1%Yield4.1%

$850BAssets$161M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, DFE, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFE0.58%$58

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

Yields: IVV, DFE, SPY

4.08%highest, DFE

FundTrailing yieldYield$10k

DFE4.08%$408

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$350most kept, DFE

DFE$408 − $58 = $350

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, DFE, SPY

Today

99.9%most shared, IVV and SPY

IVVDFESPY

IVV—0.0%99.9%

DFE0.0%—0.0%

SPY99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFE, at 15.4% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DFEWorst drop−11.4%15.4% vol

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

Paid More vs Made More

YTD

DFEIVV

+6.1%Year to date+8.7%

4.1%Yield1.1%

+13.8%Past year+9.8%

0.58%Fee0.03%

2–2level

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