Compare · 2 funds side by side · dividends reinvested

DVLU and IVV

DVLUFirst Trust×IVViShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the two · RiskSmallest drop

DVLU 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%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.3

First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.78%+10.4%+14.7%+21.6%+10.6%−12.2%16.3%$47M1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: DVLU 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dorsey Wright Momentum & Value ETF · $47M$16,557

DVLU

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

DVLUMeasureIVV

+10.4%

More Ways to See the Pairs

DVLU vs IVV: Top 5 Holdings

Today

DVLU

16.1%in top 5

IVV

in top 526.8%

DVLUStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

3.5%GMnot top 5

Cost, Income and Risk

Fees: DVLU, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DVLU0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DVLU, IVV

1Y

1.11%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+11.5%

+14.7%1 yearTotal return+11.6%

+21.6%3 years · per year$10,000 became $17,975 · $17,931+21.5%

+10.6%5 years · per year$10,000 became $16,557 · $17,265+11.5%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.78%Trailing 12-mo yield$78 · $111 a year on $10k1.11%

−12.2%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.8%

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

2–6IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.2%CNCnot top 5

3.2%APAnot top 5

3.1%LNGnot top 5

3.0%OSKnot top 5

not top 5GOOGL2.6%

Held in common6.2%

End-of-day Nov 13, 2026 · share of each fund

DVLU vs IVV Returns, Every Period

5Y

First TrustDVLU

+10.6%

5 years, per year

IVViShares

+11.5%

5 years, per year

DVLUIVVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DVLU vs IVV

YTD

First TrustDVLU

+10.4%

IVViShares

+11.5%

+10.4%Year to date+11.5%

−12.2%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.8%

0.8%Yield1.1%

$47.1MAssets$875B

4–0IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

IVV1.11%$111

DVLU0.78%$78

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

DVLU$78 − $60 = $18

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DVLU, IVV

Today

6.2%most shared, DVLU and IVV

DVLUIVV

DVLU—6.2%

IVV6.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.7%DVLU, at 16.3% volatility

IVVWorst drop−8.9%13.8% vol

DVLUWorst drop−12.2%16.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDVLU

+11.5%Year to date+10.4%

1.1%Yield0.8%

+11.6%Past year+14.7%

0.03%Fee0.60%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

Loading…

DVLU and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two