Compare · 2 funds side by side · dividends reinvested

IVV and DHS

IVViShares×DHSWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,102DHS · best of the two

02 / 04

IVV and DHS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. High Dividend FundIncome · Dividend stocks0.38%3.19%+20.1%+25.5%+19.8%+12.6%−6.3%11.1%$1.6B1.3

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%$875B1.8

Rank among the two1st → 2ndFee, 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: IVV 2000 · DHS 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. High Dividend Fund · $1.6B$18,102

DHS

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

DHSMeasureIVV

+20.1%Year to dateJan 1 → Nov 9+11.3%

+25.5%1 yearTotal return+13.6%

+19.8%3 years · per year$10,000 became $17,180 · $18,159+22.0%

+12.6%5 years · per year$10,000 became $18,102 · $17,545+11.9%

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

3.19%Trailing 12-mo yield$319 · $111 a year on $10k1.11%

−6.3%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.8%

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

6–2DHS wins

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

More Ways to See the Pairs

DHS vs IVV: Top 5 Holdings

Today

DHS

21.4%in top 5

IVV

in top 527.8%

DHSStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.6%ABBVnot top 5

4.7%MRKnot top 5

not top 5AMZN4.0%

3.9%MOnot top 5

3.8%XOMnot top 5

3.4%PMnot top 5

not top 5GOOGL2.6%

Held in common10.2%

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

DHS vs IVV Returns, Every Period

WisdomTreeDHS

+12.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

DHSIVVFaded: behind in that period

3–1DHS wins

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

Income vs Core: DHS vs IVV

YTD

WisdomTreeDHS

+20.1%

IVViShares

+11.3%

+20.1%Year to date+11.3%

−6.3%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.8%

3.2%Yield1.1%

$1.6BAssets$875B

4–0DHS wins

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

Cost, Income and Risk

Fees: IVV, DHS

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DHS0.38%$38

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

Yields: IVV, DHS

3.19%highest, DHS

FundTrailing yieldYield$10k

DHS3.19%$319

IVV1.11%$111

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

Income After Fees on $10,000

$281most kept, DHS

DHS$319 − $38 = $281

IVV$111 − $3 = $108

KeptFee

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

Overlap: IVV, DHS

Today

10.2%most shared, IVV and DHS

IVVDHS

IVV—10.2%

DHS10.2%—

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

Return vs Bumpiness: 2 ETFs

+25.5%DHS, at 11.1% volatility

DHSWorst drop−6.3%11.1% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

DHSIVV

+20.1%Year to date+11.3%

3.2%Yield1.1%

+25.5%Past year+13.6%

0.38%Fee0.03%

3–1DHS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026