Compare · 3 funds side by side · dividends reinvested

FDIV, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FDIV, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

MarketDesk Focused U.S. Dividend ETFIncome · Dividend stocks0.35%2.42%+4.2%+8.2%+8.9%[…]−9.6%12.9%$58M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDIV 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

MarketDesk Focused U.S. Dividend ETF · $58M[…]

FDIV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

FDIVMeasureSPYM

+4.2%Year to dateJan 1 → Nov 6+8.8%

+8.2%1 yearTotal return+9.8%

+8.9%3 years · per year$10,000 became $12,926 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

2.42%Trailing 12-mo yield$242 · $105 a year on $10k1.05%

−9.6%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

2–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIV vs SPYM: Top 5 Holdings

Today

FDIV

10.8%in top 5

SPYM

in top 527.8%

FDIVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%PRMBnot top 5

2.2%TSCOnot top 5

2.2%HSYnot top 5

2.1%LPXnot top 5

2.1%TKOnot top 5

Held in common7.5%

End-of-day Nov 6, 2026 · share of each fund

FDIV vs SPYM Returns, Every Period

MarketDeskFDIV

+8.2%

past year

SPYMSPDR

+9.8%

past year

FDIVSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: FDIV vs IVV

YTD

MarketDeskFDIV

+4.2%

IVViShares

+8.7%

+4.2%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

2.4%Yield1.1%

$57.8MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIV, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FDIV0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDIV, SPYM, IVV

2.42%highest, FDIV

FundTrailing yieldYield$10k

FDIV2.42%$242

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$207most kept, FDIV

FDIV$242 − $35 = $207

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDIV, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDIVSPYMIVV

FDIV—7.5%7.5%

SPYM7.5%—99.9%

IVV7.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

FDIVWorst drop−9.6%12.9% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDIVSPYM

+4.2%Year to date+8.8%

2.4%Yield1.1%

+8.2%Past year+9.8%

0.35%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026