IVV vs DWMF

AIVV

BDWMF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income3.01%DWMF · $301 on $10k

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

Held in common0.0%IVV and DWMF

IVV

DWMF

iShares Core S&P 500 ETF · $887BWisdomTree International Multifactor Fund · $33M

+22.1%3 years · per year$18,221 · $14,738+13.8%

+11.4%5 years · per year$17,151 · $14,691+8.0%

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

1.14%12-mo yield$114 · $301 on $10k3.01%

−8.9%Worst dropSmaller wins−8.7%

13.6%VolatilityLower wins13.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DWMF

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

Held in common0.0%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BDWMF	WisdomTree International Multifactor FundRead Desk	0.38%	3.01%	−2.9%	+2.6%	+5.7%	+13.8%	+8.0%	−8.7%	$33M

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BDWMF	WisdomTree International Multifactor FundRead Desk	0.38%	3.01%	−2.9%	+2.6%	+5.7%	+13.8%	+8.0%	−8.7%	$33M

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

Cards for this view

IVV vs DWMF

IVV

iShares Core S&P 500

$17,152

DWMF

WisdomTree International Multifactor Fund

$14,691

MeasureIVVDWMF

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.14%3.01%

5 years, per year+11.4%+8.0%

3 years, per year+22.1%+13.8%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.6%13.3%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, DWMF, SPY

Today

99.9%most shared, IVV and SPY

IVVDWMFSPY

IVV—0.0%99.9%

DWMF0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$263most kept, DWMF

DWMF$301 − $38 = $263

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee