IVV vs WTMF

AIVV

BWTMF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,530IVV · WTMF $13,539

Lowest cost0.03%IVV · $3 on $10k

Most income8.02%WTMF · $802 on $10k

Smallest drop−5.8%WTMF · worst fall in 1Y

Held in common0.0%IVV and WTMF

iShares Core S&P 500 ETF · $883BWisdomTree Managed Futures Strategy Fund · $258M

+21.9%3 years · per year$18,122 · $13,322+10.0%

+11.9%5 years · per year$17,530 · $13,539+6.2%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.10%12-mo yield$110 · $802 on $10k8.02%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BWTMF	WisdomTree Managed Futures Strategy FundRead Desk		0.65%	8.02%	+0.5%	+10.3%	+11.6%	+10.0%	+6.2%	−5.8%	$258M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BWTMF	WisdomTree Managed Futures Strategy FundRead Desk		0.65%	8.02%	+0.5%	+10.3%	+11.6%	+10.0%	+6.2%	−5.8%	$258M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,530

WTMF

WisdomTree Managed Futures Strategy Fund

$13,539

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