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$15,413DDIV · 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%2.80%+22.3%+26.8%+15.0%+8.9%−9.0%13.5%$28M1.3

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.64%+9.8%+16.7%+22.1%+9.0%−11.3%14.6%$73M1.8

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

End-of-day Nov 3, 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$15,346

DIVY

DDIV

First Trust Dorsey Wright Momentum & Dividend ETF · $73M$15,413

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

DIVYMeasureDDIV

+22.3%Year to dateJan 1 → Nov 3+9.8%

+26.8%1 yearTotal return+16.7%

+15.0%3 years · per year$10,000 became $15,205 · $18,183+22.1%

+8.9%5 years · per year$10,000 became $15,346 · $15,413+9.0%

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

2.80%Trailing 12-mo yield$280 · $164 a year on $10k1.64%

−9.0%Worst dropSmaller is better−11.3%

13.5%VolatilityLower is calmer14.6%

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

6–2DIVY wins

End-of-day Nov 3, 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

24.4%in top 5

DDIV

in top 522.1%

DIVYStockDDIV

5.7%PRGOnot top 5

5.5%OMCnot top 5

not top 5SPG5.2%

4.6%CRBGnot top 5

not top 5CTRE4.6%

not top 5HAS4.4%

4.3%ESnot top 5

not top 5CVX4.3%

4.2%UPSnot top 5

not top 5HPQ3.7%

Held in common9.9%

End-of-day Nov 3, 2026 · share of each fund

DIVY vs DDIV Returns, Every Period

Sound IncomeDIVY

+8.9%

5 years, per year

DDIVFirst Trust

+9.0%

5 years, per year

DIVYDDIVFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIVY vs DDIV

YTD

Sound IncomeDIVY

+22.3%

DDIVFirst Trust

+9.8%

+22.3%Year to date+9.8%

−9.0%Worst drop · 1Y−11.3%

13.5%Volatility · 1Y14.6%

2.8%Yield1.6%

$28.4MAssets$72.5M

4–0DIVY wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: DIVY, DDIV

2.80%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.80%$280

DDIV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$235most kept, DIVY

DIVY$280 − $45 = $235

DDIV$164 − $60 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DIVY, DDIV

Today

9.9%most shared, DIVY and DDIV

DIVYDDIV

DIVY—9.9%

DDIV9.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.8%DIVY, at 13.5% volatility

DIVYWorst drop−9.0%13.5% vol

DDIVWorst drop−11.3%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIVYDDIV

+22.3%Year to date+9.8%

2.8%Yield1.6%

+26.8%Past year+16.7%

0.45%Fee0.60%

4–0DIVY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026