Compare · 3 funds side by side · dividends reinvested

VOO, DWLD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

VOO, DWLD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

Davis Select Worldwide ETFUnsorted0.62%1.56%−0.1%+5.8%+21.1%+9.5%−11.3%14.8%$586M2.8

Rank among the three1st → 3rdFee, 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: VOO 2010 · DWLD 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

DWLD

Davis Select Worldwide ETF · $586M$15,727

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

VOOMeasureDWLD

+11.3%Year to dateJan 1 → Nov 9−0.1%

+13.6%1 yearTotal return+5.8%

+22.0%3 years · per year$10,000 became $18,159 · $17,766+21.1%

+11.9%5 years · per year$10,000 became $17,543 · $15,727+9.5%

0.03%Expense ratio$3 · $62 a year on $10k · lower is better0.62%

1.07%Trailing 12-mo yield$107 · $156 a year on $10k1.56%

−8.9%Worst dropSmaller is better−11.3%

13.7%VolatilityLower is calmer14.8%

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

7–1VOO wins

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

More Ways to See the Pairs

VOO vs DWLD: Top 5 Holdings

Today

VOO

28.3%in top 5

DWLD

in top 527.4%

VOOStockDWLD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

not top 5YMM6.8%

not top 5TCOM6.2%

5.8%MSFTnot top 5

not top 5JBS5.7%

not top 5DVN4.5%

not top 5APP4.2%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common11.3%

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

VOO vs DWLD Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

DWLDDavis

+9.5%

5 years, per year

VOODWLDFaded: behind in that period

4–0VOO wins

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

Core vs Unsorted: VOO vs DWLD

YTD

VanguardVOO

+11.3%

DWLDDavis

−0.1%

+11.3%Year to date−0.1%

−8.9%Worst drop · 1Y−11.3%

13.7%Volatility · 1Y14.8%

1.1%Yield1.6%

$1.00TAssets$586M

3–1VOO wins

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

Cost, Income and Risk

Fees: VOO, DWLD, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DWLD0.62%$62

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

Yields: VOO, DWLD, IVV

1.56%highest, DWLD

FundTrailing yieldYield$10k

DWLD1.56%$156

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

DWLD$156 − $62 = $94

KeptFee

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

Overlap: VOO, DWLD, IVV

Today

92.7%most shared, VOO and IVV

VOODWLDIVV

VOO—11.3%92.7%

DWLD11.3%—11.1%

IVV92.7%11.1%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DWLDWorst drop−11.3%14.8% vol

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

Paid More vs Made More

YTD

DWLDIVV

−0.1%Year to date+11.3%

1.6%Yield1.1%

+5.8%Past year+13.6%

0.62%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026