DWMF vs IVV

ADWMF

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income2.94%DWMF · $294 on $10k

Smallest drop−8.7%DWMF · worst fall in 1Y

Held in common0.0%DWMF and IVV

DWMF

IVV

WisdomTree International Multifactor Fund · $33MiShares Core S&P 500 ETF · $853B

+14.2%3 years · per year$14,882 · $18,159+22.0%

+8.4%5 years · per year$14,962 · $17,545+11.9%

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

2.94%12-mo yield$294 · $111 on $10k1.11%

−8.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDWMF · IVV

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

Held in common0.0%

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 Four

5Y4 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%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.94%	+2.6%	+4.9%	+7.3%	+14.2%	+8.4%	−8.7%	$33M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.94%	+2.6%	+4.9%	+7.3%	+14.2%	+8.4%	−8.7%	$33M

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

DWMF vs IVV

DWMF

WisdomTree International Multifactor Fund

$14,962

IVV

iShares Core S&P 500

$17,545

MeasureDWMFIVV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield2.94%1.11%

5 years, per year+8.4%+11.9%

3 years, per year+14.2%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.5%13.8%

3–3measures won
level

0.0%

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DWMF, IVV, VEA, VOO

Today

92.7%most shared, IVV and VOO

DWMFIVVVEAVOO

DWMF—0.0%28.2%0.0%

IVV0.0%—0.0%92.7%

VEA28.2%0.0%—0.0%

VOO0.0%92.7%0.0%—

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

Income After Fees on $10,000

$256most kept, DWMF

DWMF$294 − $38 = $256

VEA$244 − $3 = $241

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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