Compare · 3 funds side by side · dividends reinvested

WISE, VTI and IVV

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

02 / 04

WISE, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.8

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.70%−27.7%−35.1%[…][…]−39.2%36.1%$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 6, 2026 · returns include dividends · since: WISE 2023 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WISE

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

WISEMeasureVTI

−27.7%Year to dateJan 1 → Nov 6+8.9%

−35.1%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

5.70%Trailing 12-mo yield$570 · $109 a year on $10k1.09%

−39.2%Worst dropSmaller is better−8.9%

36.1%VolatilityLower is calmer13.7%

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

1–5VTI 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 VTI: Top 5 Holdings

Today

WISE

26.9%in top 5

VTI

in top 525.0%

WISEStockVTI

5.4%NVDA7.1%

not top 5AAPL6.6%

6.3%IIInot top 5

5.2%AInot top 5

not top 5MSFT5.2%

5.0%SNOWnot top 5

5.0%AMDnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common16.1%

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

WISE vs VTI Returns, Every Period

ThemesWISE

−35.1%

past year

VTIVanguard

+9.9%

past year

WISEVTIFaded: behind in that period

0–2VTI 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%

$21.6MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: WISE, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

WISE0.35%$35

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

Yields: WISE, VTI, IVV

5.70%highest, WISE

FundTrailing yieldYield$10k

WISE5.70%$570

IVV1.14%$114

VTI1.09%$109

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

VTI$109 − $3 = $106

KeptFee

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

Overlap: WISE, VTI, IVV

Today

85.5%most shared, VTI and IVV

WISEVTIIVV

WISE—16.1%15.2%

VTI16.1%—85.5%

IVV15.2%85.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

WISEVTI

−27.7%Year to date+8.9%

5.7%Yield1.1%

−35.1%Past year+9.9%

0.35%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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