DEW vs IVV

ADEW

BIVV

Measures won5–1DEW wins · of 6 · 5Y

$10,000 · 5Y$18,213DEW · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.04%DEW · $304 on $10k

Smallest drop−6.3%DEW · worst fall in 1Y

Held in common8.7%DEW and IVV

DEW

IVV

WisdomTree Global High Dividend Fund · $169MiShares Core S&P 500 ETF · $853B

+22.4%3 years · per year$18,338 · $18,084+21.8%

+12.7%5 years · per year$18,213 · $17,177+11.4%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

3.04%12-mo yield$304 · $114 on $10k1.14%

−6.3%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins13.6%

5–1DEW wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEW · IVV

1.9%CVX0.7%

1.4%HD0.6%

1.9%PM0.5%

1.1%IBM0.4%

Held in common8.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.04%	−1.0%	+19.8%	+25.3%	+22.4%	+12.7%	−6.3%	$169M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADEW	WisdomTree Global High Dividend FundRead Desk		0.58%	3.04%	−1.0%	+19.8%	+25.3%	+22.4%	+12.7%	−6.3%	$169M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEW vs IVV

DEW

WisdomTree Global High Dividend Fund

$18,213

IVV

iShares Core S&P 500

$17,177

MeasureDEWIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield3.04%1.14%

5 years, per year+12.7%+11.4%

3 years, per year+22.4%+21.8%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.1%13.6%

5–1measures won
DEW first

8.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DEW, IVV

Today

8.7%most shared, DEW and IVV

DEWIVV

DEW—8.7%

IVV8.7%—

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

Income After Fees on $10,000

$246most kept, DEW

DEW$304 − $58 = $246

IVV$114 − $3 = $111

KeptFee

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