Compare · 3 funds side by side · dividends reinvested

DIVE, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DIVE, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.23%+14.5%+20.8%[…][…]−11.5%12.6%$48M1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DIVE 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dana Concentrated Dividend ETF · $48M[…]

DIVE

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

DIVEMeasureVOO

+14.5%Year to dateJan 1 → Nov 5+13.4%

+20.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.23%Trailing 12-mo yield$123 · $105 a year on $10k1.05%

−11.5%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

4–2DIVE wins

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

More Ways to See the Pairs

DIVE vs VOO: Top 5 Holdings

Today

DIVE

25.7%in top 5

VOO

in top 528.3%

DIVEStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.6%PMnot top 5

5.4%KDPnot top 5

5.0%QSRnot top 5

4.8%AMZN3.7%

4.8%IQVnot top 5

not top 5GOOGL3.1%

Held in common12.9%

End-of-day Nov 5, 2026 · share of each fund

DIVE vs VOO Returns, Every Period

DanaDIVE

+20.8%

past year

VOOVanguard

+13.5%

past year

DIVEVOOFaded: behind in that period

2–0DIVE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DIVE vs IVV

YTD

DanaDIVE

+14.5%

IVViShares

+13.4%

+14.5%Year to date+13.4%

−11.5%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.9%

1.2%Yield1.1%

$48.3MAssets$887B

3–1DIVE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVE, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DIVE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DIVE, VOO, IVV

1.23%highest, DIVE

FundTrailing yieldYield$10k

DIVE1.23%$123

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

DIVE$123 − $65 = $58

KeptFee

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

Overlap: DIVE, VOO, IVV

Today

93.5%most shared, VOO and IVV

DIVEVOOIVV

DIVE—12.9%13.1%

VOO12.9%—93.5%

IVV13.1%93.5%—

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

Return vs Bumpiness: 3 ETFs

+20.8%DIVE, at 12.6% volatility

DIVEWorst drop−11.5%12.6% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIVEIVV

+14.5%Year to date+13.4%

1.2%Yield1.1%

+20.8%Past year+13.5%

0.65%Fee0.03%

3–1DIVE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026