DWLD vs IVV

ADWLD

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · DWLD $15,722

Lowest cost0.03%IVV · $3 on $10k

Most income1.59%DWLD · $159 on $10k

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

Held in common11.1%DWLD and IVV

DWLD

IVV

Davis Select Worldwide ETF · $584MiShares Core S&P 500 ETF · $853B

+21.2%3 years · per year$17,782 · $18,084+21.8%

+9.5%5 years · per year$15,722 · $17,177+11.4%

0.62%Expense ratio$62 · $3 on $10k · lower wins0.03%

1.59%12-mo yield$159 · $114 on $10k1.14%

−11.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWLD · IVV

3.6%AMZN4.0%

2.4%GOOG2.1%

3.3%META2.1%

2.3%BRK-B1.7%

Held in common11.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	+0.2%	−1.7%	+3.5%	+21.2%	+9.5%	−11.3%	$584M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	+0.2%	−1.7%	+3.5%	+21.2%	+9.5%	−11.3%	$584M

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

DWLD vs IVV

DWLD

Davis Select Worldwide

$15,722

IVV

iShares Core S&P 500

$17,177

MeasureDWLDIVV

Fee0.62%0.03%

Cost on $10k a year$62$3

Yield1.59%1.14%

5 years, per year+9.5%+11.4%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y14.8%13.6%

5–1measures won
IVV first

11.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: DWLD, IVV

Today

11.1%most shared, DWLD and IVV

DWLDIVV

DWLD—11.1%

IVV11.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DWLD$159 − $62 = $97

KeptFee

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