Compare · 2 funds side by side · dividends reinvested

IVV and DON

IVViShares×DONWisdomTree×

Versus in desk

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

02 / 04

IVV and DON, 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%$853B1.5

WisdomTree U.S. MidCap Dividend FundIncome · Dividend stocks0.38%1.92%+12.3%+14.7%+15.3%+8.1%−9.1%12.3%$4.0B1.5

Rank among the two1st → 2ndFee, 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 · DON 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DON

WisdomTree U.S. MidCap Dividend Fund · $4.0B$14,777

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IVVMeasureDON

+8.7%Year to dateJan 1 → Nov 6+12.3%

+9.8%1 yearTotal return+14.7%

+21.8%3 years · per year$10,000 became $18,084 · $15,309+15.3%

+11.4%5 years · per year$10,000 became $17,177 · $14,777+8.1%

0.03%Expense ratio$3 · $38 a year on $10k · lower is better0.38%

1.14%Trailing 12-mo yield$114 · $192 a year on $10k1.92%

−8.9%Worst dropSmaller is better−9.1%

13.6%VolatilityLower is calmer12.3%

IVVDON 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 DON: Top 5 Holdings

Today

IVV

27.8%in top 5

DON

in top 57.3%

IVVStockDON

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 5BBY1.6%

not top 5APA1.5%

not top 5VTRS1.5%

not top 5DINO1.3%

not top 5HAS1.3%

Held in common1.1%

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

IVV vs DON Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DONWisdomTree

+8.1%

5 years, per year

IVVDONFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs DON

YTD

iSharesIVV

+8.7%

DONWisdomTree

+12.3%

+8.7%Year to date+12.3%

−8.9%Worst drop · 1Y−9.1%

13.6%Volatility · 1Y12.3%

1.1%Yield1.9%

$853BAssets$4.0B

3–1DON wins

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

Cost, Income and Risk

Fees: IVV, DON

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DON0.38%$38

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

Yields: IVV, DON

1.92%highest, DON

FundTrailing yieldYield$10k

DON1.92%$192

IVV1.14%$114

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, DON

Today

1.1%most shared, IVV and DON

IVVDON

IVV—1.1%

DON1.1%—

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

Return vs Bumpiness: 2 ETFs

+14.7%DON, at 12.3% volatility

DONWorst drop−9.1%12.3% 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

DONIVV

+12.3%Year to date+8.7%

1.9%Yield1.1%

+14.7%Past year+9.8%

0.38%Fee0.03%

3–1DON wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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