DON vs IVV

ADON

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · DON $14,735

Lowest cost0.03%IVV · $3 on $10k

Most income1.92%DON · $192 on $10k

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

Held in common1.1%DON and IVV

DON

IVV

WisdomTree U.S. MidCap Dividend Fund · $4.0BiShares Core S&P 500 ETF · $887B

+15.5%3 years · per year$15,425 · $18,221+22.1%

+8.1%5 years · per year$14,735 · $17,151+11.4%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.92%12-mo yield$192 · $114 on $10k1.14%

−9.1%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDON · IVV

0.3%Q0.0%

1.0%OMC0.0%

1.5%VTRS0.0%

0.6%DD0.0%

Held in common1.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk		0.38%	1.92%	−2.5%	+12.4%	+15.5%	+15.5%	+8.1%	−9.1%	$4.0B

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

DON vs IVV

DON

WisdomTree U.S. MidCap Dividend Fund

$14,735

IVV

iShares Core S&P 500

$17,152

MeasureDONIVV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.92%1.14%

5 years, per year+8.1%+11.4%

3 years, per year+15.5%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
IVV first

1.1%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DON, IVV

Today

1.1%most shared, DON and IVV

DONIVV

DON—1.1%

IVV1.1%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IVV$114 − $3 = $111

KeptFee

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