DFJ vs IVV

ADFJ

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.60%DFJ · $260 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%DFJ and IVV

DFJ

IVV

WisdomTree Japan SmallCap Dividend Fund · $429MiShares Core S&P 500 ETF · $850B

+18.5%3 years · per year$16,653 · $18,221+22.1%

+10.1%5 years · per year$16,163 · $17,151+11.4%

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

2.60%12-mo yield$260 · $114 on $10k1.14%

−13.0%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFJ · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.60%	−4.2%	+11.9%	+18.9%	+18.5%	+10.1%	−13.0%	$429M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk	0.58%	2.60%	−4.2%	+11.9%	+18.9%	+18.5%	+10.1%	−13.0%	$429M

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

Cards for this view

DFJ vs IVV

DFJ

WisdomTree Japan SmallCap Dividend Fund

$16,163

IVV

iShares Core S&P 500

$17,152

MeasureDFJIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield2.60%1.14%

5 years, per year+10.1%+11.4%

3 years, per year+18.5%+22.1%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y18.0%13.6%

5–1measures won
IVV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFJ, IVV, VOO

Today

93.5%most shared, IVV and VOO

DFJIVVVOO

DFJ—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

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

Income After Fees on $10,000

$202most kept, DFJ

DFJ$260 − $58 = $202

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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