DON vs IVV

ADON

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.88%DON · $188 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 · $875B

+15.2%3 years · per year$15,297 · $18,159+22.0%

+8.2%5 years · per year$14,845 · $17,545+11.9%

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

1.88%12-mo yield$188 · $111 on $10k1.11%

−9.1%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDON · IVV

0.3%Q0.0%

1.0%OMC0.0%

1.6%VTRS0.0%

0.7%DD0.0%

Held in common1.1%

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

All Three

5Y3 funds

#
1	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.88%	+2.3%	+15.0%	+18.4%	+15.2%	+8.2%	−9.1%	$4.0B

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

DON vs IVV

DON

WisdomTree U.S. MidCap Dividend Fund

$14,845

IVV

iShares Core S&P 500

$17,545

MeasureDONIVV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.88%1.11%

5 years, per year+8.2%+11.9%

3 years, per year+15.2%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.5%13.8%

4–2measures won
IVV first

1.1%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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

Overlap: DON, IVV, VTI

Today

86.0%most shared, IVV and VTI

DONIVVVTI

DON—1.1%3.2%

IVV1.1%—86.0%

VTI3.2%86.0%—

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

Income After Fees on $10,000

$150most kept, DON

DON$188 − $38 = $150

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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