Compare · 3 funds side by side · dividends reinvested

DIVY, VOO and IVV

DIVYSound Income×VOOVanguard×IVViShares×

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

02 / 04

DIVY, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.76%+24.3%+30.1%+14.2%+9.4%−9.0%14.0%$28M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIVY 2020 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DIVY

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

DIVYMeasureVOO

+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 · $17,543+11.9%

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

2.76%Trailing 12-mo yield$276 · $107 a year on $10k1.07%

−9.0%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.7%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

DIVY

24.8%in top 5

VOO

in top 528.3%

DIVYStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

5.9%PRGOnot top 5

not top 5MSFT5.8%

5.8%OMCnot top 5

4.6%CRBGnot top 5

4.4%ESnot top 5

4.2%UPSnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common2.2%

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

DIVY vs VOO Returns, Every Period

Sound IncomeDIVY

+9.4%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DIVYVOOFaded: 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, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DIVY0.45%$45

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

Yields: DIVY, VOO, IVV

2.76%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.76%$276

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: DIVY, VOO, IVV

Today

92.7%most shared, VOO and IVV

DIVYVOOIVV

DIVY—2.2%2.3%

VOO2.2%—92.7%

IVV2.3%92.7%—

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

Return vs Bumpiness: 3 ETFs

+30.1%DIVY, at 14.0% volatility

VOOWorst drop−8.9%13.7% vol

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 Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026