Compare · 4 funds side by side · dividends reinvested

WISE, IVV, CIBR and VOO

WISEThemes×IVViShares×CIBRFirst Trust×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,242CIBR · best of the four

02 / 04

WISE, IVV, CIBR and VOO, 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%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.70%−27.7%−35.1%[…][…]−39.2%36.1%$20M3.3

Rank among the four1st → 4thFee, 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: WISE 2023 · IVV 2000 · CIBR 2015 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $20M[…]

WISE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

WISEMeasureIVV

−27.7%Year to dateJan 1 → Nov 6+8.7%

−35.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

5.70%Trailing 12-mo yield$570 · $114 a year on $10k1.14%

−39.2%Worst dropSmaller is better−8.9%

36.1%VolatilityLower is calmer13.6%

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

1–5IVV wins

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

More Ways to See the Pairs

WISE vs IVV: Top 5 Holdings

Today

WISE

26.9%in top 5

IVV

in top 527.8%

WISEStockIVV

not top 5AAPL7.9%

5.4%NVDA6.9%

not top 5MSFT6.3%

6.3%IIInot top 5

5.2%AInot top 5

5.0%SNOWnot top 5

5.0%AMDnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common15.2%

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

WISE vs IVV Returns, Every Period

ThemesWISE

−35.1%

past year

IVViShares

+9.8%

past year

WISEIVVFaded: behind in that period

0–2IVV wins

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

Thematic vs Core: WISE vs IVV

YTD

ThemesWISE

−27.7%

IVViShares

+8.7%

−27.7%Year to date+8.7%

−39.2%Worst drop · 1Y−8.9%

36.1%Volatility · 1Y13.6%

5.7%Yield1.1%

$20.2MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: WISE, IVV, CIBR, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

WISE0.35%$35

CIBR0.58%$58

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

Yields: WISE, IVV, CIBR, VOO

5.70%highest, WISE

FundTrailing yieldYield$10k

WISE5.70%$570

IVV1.14%$114

VOO1.10%$110

CIBR0.43%$43

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

Income After Fees on $10,000

$535most kept, WISE

WISE$570 − $35 = $535

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: WISE, IVV, CIBR, VOO

Today

92.2%most shared, IVV and VOO

WISEIVVCIBRVOO

WISE—15.2%7.5%16.6%

IVV15.2%—9.0%92.2%

CIBR7.5%9.0%—9.5%

VOO16.6%92.2%9.5%—

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

Return vs Bumpiness: 4 ETFs

+21.1%CIBR, at 31.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CIBRWorst drop−20.6%31.1% vol

WISEWorst drop−39.2%36.1% vol

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

Paid More vs Made More

YTD

WISECIBR

−27.7%Year to date+27.7%

5.7%Yield0.4%

−35.1%Past year+21.1%

0.35%Fee0.58%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026