Compare · 2 funds side by side · dividends reinvested

WTPI and IVV

WTPIWisdomTree×IVViShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeWTPI · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

WTPI 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.4

WisdomTree Equity Premium Income FundIncome · Premium income0.44%12.45%+6.6%+7.9%+14.1%+8.5%−7.1%10.9%$563M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: WTPI 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

WTPI

WisdomTree Equity Premium Income Fund · $563M$15,049

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureWTPI

+11.5%

More Ways to See the Pairs

IVV vs WTPI: Top 5 Holdings

Today

IVV

26.8%in top 5

WTPI

in top 598.9%

IVVStockWTPI

not top 5912797VT50.7%

not top 5912797UD50.4%

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFT

Cost, Income and Risk

Fees: WTPI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

WTPI0.44%$44

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: WTPI, IVV

1Y

12.45%highest, WTPI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+6.6%

+11.6%1 yearTotal return+7.9%

+21.5%3 years · per year$10,000 became $17,931 · $14,848+14.1%

+11.5%5 years · per year$10,000 became $17,265 · $15,049+8.5%

0.03%Expense ratio$3 · $44 a year on $10k · lower is better0.44%

1.11%Trailing 12-mo yield$111 · $1,245 a year on $10k12.45%

−8.9%Worst dropSmaller is better−7.1%

13.8%VolatilityLower is calmer10.9%

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

5–3IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5USFR4.7%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BYM7WU7M-3.3%

not top 5BYM7TLLC-3.5%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVV vs WTPI Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

WTPIWisdomTree

+8.5%

5 years, per year

IVVWTPIFaded: behind in that period

4–0IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs WTPI

YTD

iSharesIVV

+11.5%

WTPIWisdomTree

+6.6%

+11.5%Year to date+6.6%

−8.9%Worst drop · 1Y−7.1%

13.8%Volatility · 1Y10.9%

1.1%Yield12.4%

$875BAssets$563M

3–1WTPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

WTPI12.45%$1,245

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,201most kept, WTPI

WTPI$1,245 − $44 = $1,201

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: WTPI, IVV

Today

0.0%most shared, WTPI and IVV

WTPIIVV

WTPI—0.0%

IVV0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%IVV, at 13.8% volatility

WTPIWorst drop−7.1%10.9% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

WTPIIVV

+6.6%Year to date+11.5%

12.4%Yield1.1%

+7.9%Past year+11.6%

0.44%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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WTPI and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two