VOO vs DWMF

AVOO

BDWMF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.94%DWMF · $294 on $10k

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

Held in common0.0%VOO and DWMF

VOO

DWMF

Vanguard S&P 500 ETF · $1.00TWisdomTree International Multifactor Fund · $33M

+22.0%3 years · per year$18,159 · $14,882+14.2%

+11.9%5 years · per year$17,543 · $14,962+8.4%

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

1.07%12-mo yield$107 · $294 on $10k2.94%

−8.9%Worst dropSmaller wins−8.7%

13.7%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · DWMF

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

Held in common0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BDWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.94%	+2.6%	+4.9%	+7.3%	+14.2%	+8.4%	−8.7%	$33M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BDWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.94%	+2.6%	+4.9%	+7.3%	+14.2%	+8.4%	−8.7%	$33M

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

VOO vs DWMF

VOO

Vanguard S&P 500

$17,543

DWMF

WisdomTree International Multifactor Fund

$14,962

MeasureVOODWMF

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.07%2.94%

5 years, per year+11.9%+8.4%

3 years, per year+22.0%+14.2%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.7%13.5%

3–3measures won
level

0.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOO, DWMF, IVV

Today

92.7%most shared, VOO and IVV

VOODWMFIVV

VOO—0.0%92.7%

DWMF0.0%—0.0%

IVV92.7%0.0%—

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

Income After Fees on $10,000

$256most kept, DWMF

DWMF$294 − $38 = $256

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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