DLS vs IVV

ADLS

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income3.53%DLS · $353 on $10k

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

Held in common0.0%DLS and IVV

DLS

IVV

WisdomTree International SmallCap Dividend Fund · $1.0BiShares Core S&P 500 ETF · $887B

+20.9%3 years · per year$17,659 · $19,178+24.2%

+7.1%5 years · per year$14,081 · $18,118+12.6%

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

3.53%12-mo yield$353 · $109 on $10k1.09%

−11.0%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.9%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDLS · IVV

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

Held in common0.0%

End-of-day Nov 4, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADLS	WisdomTree International SmallCap Dividend FundRead Desk	0.58%	3.53%	+1.4%	+8.8%	+14.3%	+20.9%	+7.1%	−11.0%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DLS vs IVV

DLS

WisdomTree International SmallCap Dividend Fund

$14,081

IVV

iShares Core S&P 500

$18,118

MeasureDLSIVV

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield3.53%1.09%

5 years, per year+7.1%+12.6%

3 years, per year+20.9%+24.2%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y14.0%12.9%

5–1measures won
IVV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DLS, IVV, VOO

Today

94.5%most shared, IVV and VOO

DLSIVVVOO

DLS—0.0%0.0%

IVV0.0%—94.5%

VOO0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$295most kept, DLS

DLS$353 − $58 = $295

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee