IVV vs DDWM

AIVV

BDDWM

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,874DDWM · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.53%DDWM · $253 on $10k

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

Held in common0.0%IVV and DDWM

IVV

DDWM

iShares Core S&P 500 ETF · $875BWisdomTree Dynamic International Equity Fund · $1.4B

+22.0%3 years · per year$18,159 · $16,461+18.1%

+11.9%5 years · per year$17,545 · $17,874+12.3%

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.11%12-mo yield$111 · $253 on $10k2.53%

−8.9%Worst dropSmaller wins−10.6%

13.8%VolatilityLower wins13.8%

3–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · DDWM

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	BDDWM	WisdomTree Dynamic International Equity FundRead Desk	0.40%	2.53%	+2.1%	+8.5%	+13.5%	+18.1%	+12.3%	−10.6%	$1.4B
2	AIVV	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	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

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	BDDWM	WisdomTree Dynamic International Equity FundRead Desk	0.40%	2.53%	+2.1%	+8.5%	+13.5%	+18.1%	+12.3%	−10.6%	$1.4B
2	AIVV	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	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

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

IVV vs DDWM

IVV

iShares Core S&P 500

$17,545

DDWM

WisdomTree Dynamic International Equity Fund

$17,874

MeasureIVVDDWM

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.11%2.53%

5 years, per year+11.9%+12.3%

3 years, per year+22.0%+18.1%

Worst drop · 1Y−8.9%−10.6%

Volatility · 1Y13.8%13.8%

3–2measures won
IVV first

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$193B

1–1level

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: IVV, DDWM, SPY, VEA

Today

99.9%most shared, IVV and SPY

IVVDDWMSPYVEA

IVV—0.0%99.9%0.0%

DDWM0.0%—0.0%50.0%

SPY99.9%0.0%—0.0%

VEA0.0%50.0%0.0%—

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

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

DDWM$253 − $40 = $213

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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