Compare · 2 funds side by side · dividends reinvested

WTRE and IVV

WTREWisdomTree×IVViShares×

Versus in desk

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

02 / 04

WTRE 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%$853B1.1

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.71%+2.0%−5.0%+14.7%−1.2%−20.6%21.4%$14M1.9

Rank among the two1st → 2ndFee, 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: WTRE 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,437

WTRE

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WTREMeasureIVV

+2.0%Year to dateJan 1 → Nov 6+8.7%

−5.0%1 yearTotal return+9.8%

+14.7%3 years · per year$10,000 became $15,098 · $18,084+21.8%

−1.2%5 years · per year$10,000 became $9,437 · $17,177+11.4%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

2.71%Trailing 12-mo yield$271 · $114 a year on $10k1.14%

−20.6%Worst dropSmaller is better−8.9%

21.4%VolatilityLower is calmer13.6%

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

1–7IVV wins

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

More Ways to See the Pairs

WTRE vs IVV: Top 5 Holdings

Today

WTRE

27.7%in top 5

IVV

in top 527.8%

WTREStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.9%AMTnot top 5

5.8%CCInot top 5

5.4%SBACnot top 5

5.4%EQIXnot top 5

5.3%CLNX.MCnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.7%

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

WTRE vs IVV Returns, Every Period

WisdomTreeWTRE

−1.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

WTREIVVFaded: behind in that period

0–4IVV wins

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

Sector vs Core: WTRE vs IVV

YTD

WisdomTreeWTRE

+2.0%

IVViShares

+8.7%

+2.0%Year to date+8.7%

−20.6%Worst drop · 1Y−8.9%

21.4%Volatility · 1Y13.6%

2.7%Yield1.1%

$14.2MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: WTRE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

WTRE0.58%$58

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

Yields: WTRE, IVV

2.71%highest, WTRE

FundTrailing yieldYield$10k

WTRE2.71%$271

IVV1.14%$114

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

Income After Fees on $10,000

$213most kept, WTRE

WTRE$271 − $58 = $213

IVV$114 − $3 = $111

KeptFee

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

Overlap: WTRE, IVV

Today

0.7%most shared, WTRE and IVV

WTREIVV

WTRE—0.7%

IVV0.7%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

WTREWorst drop−20.6%21.4% vol

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

Paid More vs Made More

YTD

WTREIVV

+2.0%Year to date+8.7%

2.7%Yield1.1%

−5.0%Past year+9.8%

0.58%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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