Compare · 3 funds side by side · dividends reinvested

WDIV, IVV 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

WDIV, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$286M1.8

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%$850B1.9

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%$819B2.4

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: WDIV 2013 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,515

WDIV

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

WDIVMeasureIVV

+12.2%Year to dateJan 1 → Nov 6+8.7%

+17.5%1 yearTotal return+9.8%

+20.6%3 years · per year$10,000 became $17,551 · $18,084+21.8%

+9.2%5 years · per year$10,000 became $15,515 · $17,177+11.4%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

4.25%Trailing 12-mo yield$425 · $114 a year on $10k1.14%

−8.6%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

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

5–3WDIV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDIV vs IVV: Top 5 Holdings

Today

WDIV

9.2%in top 5

IVV

in top 527.8%

WDIVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.0%LGEN.Lnot top 5

1.9%0992.HKnot top 5

1.8%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common0.9%

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

WDIV vs IVV Returns, Every Period

SPDRWDIV

+9.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

WDIVIVVFaded: behind in that period

2–2Level

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

Income vs Core: WDIV vs IVV

YTD

SPDRWDIV

+12.2%

IVViShares

+8.7%

+12.2%Year to date+8.7%

−8.6%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

4.2%Yield1.1%

$286MAssets$850B

4–0WDIV wins

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

Cost, Income and Risk

Fees: WDIV, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

WDIV0.40%$40

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

Yields: WDIV, IVV, SPY

4.25%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.25%$425

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: WDIV, IVV, SPY

Today

99.9%most shared, IVV and SPY

WDIVIVVSPY

WDIV—0.9%0.9%

IVV0.9%—99.9%

SPY0.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+17.5%WDIV, at 10.7% volatility

WDIVWorst drop−8.6%10.7% vol

SPYWorst drop−8.9%13.6% 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

WDIVIVV

+12.2%Year to date+8.7%

4.2%Yield1.1%

+17.5%Past year+9.8%

0.40%Fee0.03%

3–1WDIV 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%

$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