DOL vs IVV

ADOL

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,666DOL · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.58%DOL · $258 on $10k

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

Held in common0.0%DOL and IVV

DOL

IVV

WisdomTree True Developed International Fund · $822MiShares Core S&P 500 ETF · $850B

+20.6%3 years · per year$17,558 · $18,084+21.8%

+12.1%5 years · per year$17,666 · $17,177+11.4%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

2.58%12-mo yield$258 · $114 on $10k1.14%

−11.3%Worst dropSmaller wins−8.9%

16.4%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDOL · IVV

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	ADOL	WisdomTree True Developed International FundRead Desk	0.48%	2.58%	−1.1%	+11.9%	+18.1%	+20.6%	+12.1%	−11.3%	$822M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
1	ADOL	WisdomTree True Developed International FundRead Desk	0.48%	2.58%	−1.1%	+11.9%	+18.1%	+20.6%	+12.1%	−11.3%	$822M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

DOL vs IVV

DOL

WisdomTree True Developed International Fund

$17,666

IVV

iShares Core S&P 500

$17,177

MeasureDOLIVV

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield2.58%1.14%

5 years, per year+12.1%+11.4%

3 years, per year+20.6%+21.8%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y16.4%13.6%

4–2measures won
IVV first

0.0%

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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DOL, IVV, VOO

Today

92.2%most shared, IVV and VOO

DOLIVVVOO

DOL—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$210most kept, DOL

DOL$258 − $48 = $210

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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