IVV vs DON

AIVV

BDON

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.92%DON · $192 on $10k

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

Held in common1.1%IVV and DON

IVV

DON

iShares Core S&P 500 ETF · $853BWisdomTree U.S. MidCap Dividend Fund · $4.0B

+21.8%3 years · per year$18,084 · $15,309+15.3%

+11.4%5 years · per year$17,177 · $14,777+8.1%

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

1.14%12-mo yield$114 · $192 on $10k1.92%

−8.9%Worst dropSmaller wins−9.1%

13.6%VolatilityLower wins12.3%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DON

0.0%OMC1.0%

0.0%Q0.3%

0.0%VTRS1.5%

0.0%BBY1.6%

Held in common1.1%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	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
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	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
3	BDON	WisdomTree U.S. MidCap Dividend FundRead Desk	0.38%	1.92%	−0.1%	+12.3%	+14.7%	+15.3%	+8.1%	−9.1%	$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 DON

IVV

iShares Core S&P 500

$17,177

DON

WisdomTree U.S. MidCap Dividend Fund

$14,777

MeasureIVVDON

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.14%1.92%

5 years, per year+11.4%+8.1%

3 years, per year+21.8%+15.3%

Worst drop · 1Y−8.9%−9.1%

Volatility · 1Y13.6%12.3%

4–2measures won
IVV first

1.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, DON, VOO

Today

92.2%most shared, IVV and VOO

IVVDONVOO

IVV—1.1%92.2%

DON1.1%—0.9%

VOO92.2%0.9%—

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

Income After Fees on $10,000

$154most kept, DON

DON$192 − $38 = $154

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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