Compare · 2 funds side by side · dividends reinvested

DIVY and IVV

DIVYSound Income×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

DIVY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.76%+24.3%+30.1%+14.2%+9.4%−9.0%14.0%$28M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIVY 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$15,679

DIVY

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

DIVYMeasureIVV

+24.3%Year to dateJan 1 → Nov 9+11.3%

+30.1%1 yearTotal return+13.6%

+14.2%3 years · per year$10,000 became $14,877 · $18,159+22.0%

+9.4%5 years · per year$10,000 became $15,679 · $17,545+11.9%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

2.76%Trailing 12-mo yield$276 · $111 a year on $10k1.11%

−9.0%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVY vs IVV: Top 5 Holdings

Today

DIVY

24.8%in top 5

IVV

in top 527.8%

DIVYStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.9%PRGOnot top 5

5.8%OMCnot top 5

4.6%CRBGnot top 5

4.4%ESnot top 5

4.2%UPSnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

DIVY vs IVV Returns, Every Period

Sound IncomeDIVY

+9.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

DIVYIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: DIVY vs IVV

YTD

Sound IncomeDIVY

+24.3%

IVViShares

+11.3%

+24.3%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.8%

2.8%Yield1.1%

$28.4MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DIVY0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DIVY, IVV

2.76%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.76%$276

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$231most kept, DIVY

DIVY$276 − $45 = $231

IVV$111 − $3 = $108

KeptFee

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

Overlap: DIVY, IVV

Today

2.3%most shared, DIVY and IVV

DIVYIVV

DIVY—2.3%

IVV2.3%—

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

Return vs Bumpiness: 2 ETFs

+30.1%DIVY, at 14.0% volatility

IVVWorst drop−8.9%13.8% vol

DIVYWorst drop−9.0%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIVYIVV

+24.3%Year to date+11.3%

2.8%Yield1.1%

+30.1%Past year+13.6%

0.45%Fee0.03%

3–1DIVY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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