DLN vs IVV

ADLN

BIVV

Measures won4–2DLN wins · of 6 · 5Y

$10,000 · 5Y$17,730DLN · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.74%DLN · $174 on $10k

Smallest drop−6.1%DLN · worst fall in 1Y

Held in common57.8%DLN and IVV

DLN

IVV

WisdomTree U.S. LargeCap Dividend Fund · $6.2BiShares Core S&P 500 ETF · $875B

+20.0%3 years · per year$17,280 · $18,159+22.0%

+12.1%5 years · per year$17,730 · $17,545+11.9%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

1.74%12-mo yield$174 · $111 on $10k1.11%

−6.1%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.8%

4–2DLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLN · IVV

5.1%MSFT6.2%

3.3%NVDA7.1%

2.5%AAPL7.9%

1.9%META2.1%

Held in common57.8%

End-of-day Nov 9, 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	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.74%	+1.9%	+15.3%	+18.6%	+20.0%	+12.1%	−6.1%	$6.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADLN	WisdomTree U.S. LargeCap Dividend FundRead Desk		0.28%	1.74%	+1.9%	+15.3%	+18.6%	+20.0%	+12.1%	−6.1%	$6.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DLN vs IVV

DLN

WisdomTree U.S. LargeCap Dividend Fund

$17,730

IVV

iShares Core S&P 500

$17,545

MeasureDLNIVV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.74%1.11%

5 years, per year+12.1%+11.9%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y9.8%13.8%

4–2measures won
DLN first

57.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DLN, IVV

Today

57.8%most shared, DLN and IVV

DLNIVV

DLN—57.8%

IVV57.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, DLN

DLN$174 − $28 = $146

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee