IVV vs DHS

AIVV

BDHS

Measures won2–4DHS wins · of 6 · 5Y

$10,000 · 5Y$18,102DHS · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income3.19%DHS · $319 on $10k

Smallest drop−6.3%DHS · worst fall in 1Y

Held in common10.2%IVV and DHS

IVV

DHS

iShares Core S&P 500 ETF · $875BWisdomTree U.S. High Dividend Fund · $1.6B

+22.0%3 years · per year$18,159 · $17,180+19.8%

+11.9%5 years · per year$17,545 · $18,102+12.6%

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

1.11%12-mo yield$111 · $319 on $10k3.19%

−8.9%Worst dropSmaller wins−6.3%

13.8%VolatilityLower wins11.1%

2–4DHS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DHS

1.1%XOM3.8%

0.8%ABBV5.6%

0.7%CVX2.8%

0.6%MRK4.7%

Held in common10.2%

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	BDHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	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

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	BDHS	WisdomTree U.S. High Dividend FundRead Desk	0.38%	3.19%	+1.4%	+20.1%	+25.5%	+19.8%	+12.6%	−6.3%	$1.6B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	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

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 DHS

IVV

iShares Core S&P 500

$17,545

DHS

WisdomTree U.S. High Dividend Fund

$18,102

MeasureIVVDHS

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.11%3.19%

5 years, per year+11.9%+12.6%

3 years, per year+22.0%+19.8%

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.8%11.1%

4–2measures won
DHS first

10.2%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

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, DHS, QQQ

Today

52.4%most shared, IVV and QQQ

IVVDHSQQQ

IVV—10.2%52.4%

DHS10.2%—4.3%

QQQ52.4%4.3%—

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

Income After Fees on $10,000

$281most kept, DHS

DHS$319 − $38 = $281

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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