Compare · 2 funds side by side · dividends reinvested

DIVY and DDIV

DIVYSound Income×DDIVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,164DIVY · best of the two

02 / 04

DIVY and DDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.73%+25.7%+31.2%+15.6%+10.1%−9.0%13.7%$28M1.1

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.61%+11.4%+18.6%+22.4%+9.8%−11.3%14.6%$72M1.9

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: DIVY 2020 · DDIV 2014

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$16,164

DIVY

DDIV

First Trust Dorsey Wright Momentum & Dividend ETF · $72M$15,953

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

DIVYMeasureDDIV

+25.7%Year to dateJan 1 → Nov 4+11.4%

+31.2%1 yearTotal return+18.6%

+15.6%3 years · per year$10,000 became $15,446 · $18,330+22.4%

+10.1%5 years · per year$10,000 became $16,164 · $15,953+9.8%

0.45%Expense ratio$45 · $60 a year on $10k · lower is better0.60%

2.73%Trailing 12-mo yield$273 · $161 a year on $10k1.61%

−9.0%Worst dropSmaller is better−11.3%

13.7%VolatilityLower is calmer14.6%

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

7–1DIVY wins

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

More Ways to See the Pairs

DIVY vs DDIV: Top 5 Holdings

Today

DIVY

24.6%in top 5

DDIV

in top 522.1%

DIVYStockDDIV

5.8%PRGOnot top 5

5.5%OMCnot top 5

not top 5SPG5.3%

4.8%CRBGnot top 5

not top 5CTRE4.7%

not top 5HAS4.3%

4.3%ESnot top 5

4.2%UPSnot top 5

not top 5CVX4.1%

not top 5HPQ3.7%

Held in common10.0%

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

DIVY vs DDIV Returns, Every Period

Sound IncomeDIVY

+10.1%

5 years, per year

DDIVFirst Trust

+9.8%

5 years, per year

DIVYDDIVFaded: behind in that period

3–1DIVY wins

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

DIVY vs DDIV

YTD

Sound IncomeDIVY

+25.7%

DDIVFirst Trust

+11.4%

+25.7%Year to date+11.4%

−9.0%Worst drop · 1Y−11.3%

13.7%Volatility · 1Y14.6%

2.7%Yield1.6%

$28.4MAssets$72.2M

4–0DIVY wins

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

Cost, Income and Risk

Fees: DIVY, DDIV

Today

0.45%lowest, DIVY

FundExpense ratioFee$10k

DIVY0.45%$45

DDIV0.60%$60

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

Yields: DIVY, DDIV

2.73%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.73%$273

DDIV1.61%$161

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

DDIV$161 − $60 = $101

KeptFee

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

Overlap: DIVY, DDIV

Today

10.0%most shared, DIVY and DDIV

DIVYDDIV

DIVY—10.0%

DDIV10.0%—

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

Return vs Bumpiness: 2 ETFs

+31.2%DIVY, at 13.7% volatility

DIVYWorst drop−9.0%13.7% vol

DDIVWorst drop−11.3%14.6% vol

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

Paid More vs Made More

YTD

DIVYDDIV

+25.7%Year to date+11.4%

2.7%Yield1.6%

+31.2%Past year+18.6%

0.45%Fee0.60%

4–0DIVY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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