Compare · 3 funds side by side · dividends reinvested

WISE, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

WISE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.33%−22.7%−32.6%[…][…]−33.3%35.2%$22M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: WISE 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $22M[…]

WISE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

WISEMeasureVOO

−22.7%Year to dateJan 1 → Nov 5+13.4%

−32.6%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

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

5.33%Trailing 12-mo yield$533 · $105 a year on $10k1.05%

−33.3%Worst dropSmaller is better−8.9%

35.2%VolatilityLower is calmer12.8%

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

1–5VOO wins

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

More Ways to See the Pairs

WISE vs VOO: Top 5 Holdings

Today

WISE

27.1%in top 5

VOO

in top 528.3%

WISEStockVOO

5.5%NVDA8.4%

not top 5AAPL7.4%

6.1%IIInot top 5

not top 5MSFT5.8%

5.2%CAInot top 5

5.2%AMDnot top 5

5.1%AInot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common16.6%

End-of-day Nov 5, 2026 · share of each fund

WISE vs VOO Returns, Every Period

ThemesWISE

−32.6%

past year

VOOVanguard

+13.5%

past year

WISEVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: WISE vs IVV

YTD

ThemesWISE

−22.7%

IVViShares

+13.4%

−22.7%Year to date+13.4%

−33.3%Worst drop · 1Y−8.9%

35.2%Volatility · 1Y12.9%

5.3%Yield1.1%

$21.8MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WISE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

WISE0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WISE, VOO, IVV

5.33%highest, WISE

FundTrailing yieldYield$10k

WISE5.33%$533

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WISE, VOO, IVV

Today

93.5%most shared, VOO and IVV

WISEVOOIVV

WISE—16.6%15.5%

VOO16.6%—93.5%

IVV15.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

WISEWorst drop−33.3%35.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WISEIVV

−22.7%Year to date+13.4%

5.3%Yield1.1%

−32.6%Past year+13.5%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026