Compare · 2 funds side by side · dividends reinvested

DIVB and SPY

DIVBiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,083DIVB · best of the two

02 / 04

DIVB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend ETFIncome · Dividend stocks0.05%2.05%+38.6%+43.4%+29.8%+15.0%−6.8%13.3%$2.4B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DIVB 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend ETF · $2.4B$20,083

DIVB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

DIVBMeasureSPY

+38.6%Year to dateJan 1 → Nov 4+13.3%

+43.4%1 yearTotal return+13.4%

+29.8%3 years · per year$10,000 became $21,867 · $19,132+24.1%

+15.0%5 years · per year$10,000 became $20,083 · $18,060+12.6%

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

2.05%Trailing 12-mo yield$205 · $99 a year on $10k0.99%

−6.8%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer12.9%

DIVBSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1DIVB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVB vs SPY: Top 5 Holdings

Today

DIVB

22.2%in top 5

SPY

in top 527.3%

DIVBStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.5%ACNnot top 5

not top 5MSFT5.9%

5.1%IBMnot top 5

5.1%ADPnot top 5

not top 5AMZN3.8%

2.9%CTSHnot top 5

2.6%XOMnot top 5

not top 5GOOGL2.5%

Held in common25.5%

End-of-day Nov 4, 2026 · share of each fund

DIVB vs SPY Returns, Every Period

iSharesDIVB

+15.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DIVBSPYFaded: behind in that period

4–0DIVB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: DIVB vs SPY

YTD

iSharesDIVB

+38.6%

SPYSPDR

+13.3%

+38.6%Year to date+13.3%

−6.8%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y12.9%

2.0%Yield1.0%

$2.4BAssets$805B

3–1DIVB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVB, SPY

Today

0.05%lowest, DIVB

FundExpense ratioFee$10k

DIVB0.05%$5

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DIVB, SPY

2.05%highest, DIVB

FundTrailing yieldYield$10k

DIVB2.05%$205

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, DIVB

DIVB$205 − $5 = $200

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DIVB, SPY

Today

25.5%most shared, DIVB and SPY

DIVBSPY

DIVB—25.5%

SPY25.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.4%DIVB, at 13.3% volatility

SPYWorst drop−8.9%12.9% vol

DIVBWorst drop−6.8%13.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIVBSPY

+38.6%Year to date+13.3%

2.0%Yield1.0%

+43.4%Past year+13.4%

0.05%Fee0.09%

4–0DIVB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026