IVV vs DEM

AIVV

BDEM

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · DEM $15,877

Lowest cost0.03%IVV · $3 on $10k

Most income3.41%DEM · $341 on $10k

Smallest drop−7.9%DEM · worst fall in 1Y

Held in common0.0%IVV and DEM

IVV

DEM

iShares Core S&P 500 ETF · $850BWisdomTree Emerging Markets High Dividend Fund · $4.0B

+21.8%3 years · per year$18,084 · $16,234+17.5%

+11.4%5 years · per year$17,177 · $15,877+9.7%

0.03%Expense ratio$3 · $63 on $10k · lower wins0.63%

1.14%12-mo yield$114 · $341 on $10k3.41%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins15.2%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · DEM

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

Held in common0.0%

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BDEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.41%	+0.7%	+16.4%	+17.5%	+17.5%	+9.7%	−7.9%	$4.0B

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BDEM	WisdomTree Emerging Markets High Dividend FundRead Desk		0.63%	3.41%	+0.7%	+16.4%	+17.5%	+17.5%	+9.7%	−7.9%	$4.0B

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

IVV vs DEM

IVV

iShares Core S&P 500

$17,177

DEM

WisdomTree Emerging Markets High Dividend Fund

$15,877

MeasureIVVDEM

Fee0.03%0.63%

Cost on $10k a year$3$63

Yield1.14%3.41%

5 years, per year+11.4%+9.7%

3 years, per year+21.8%+17.5%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%15.2%

4–2measures won
IVV first

0.0%

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$850B

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: IVV, DEM

Today

0.0%most shared, IVV and DEM

IVVDEM

IVV—0.0%

DEM0.0%—

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

Income After Fees on $10,000

$278most kept, DEM

DEM$341 − $63 = $278

IVV$114 − $3 = $111

KeptFee

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