Compare · 2 funds side by side · dividends reinvested

FDRR and IVV

FDRRFidelity×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,473FDRR · best of the two

02 / 04

FDRR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.10%+11.0%+14.4%+22.3%+11.8%−8.5%12.1%$762M1.1

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%$853B1.9

Rank among the two1st → 2ndFee, 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: FDRR 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $762M$17,473

FDRR

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 49.1% in common

FDRRMeasureIVV

+11.0%Year to dateJan 1 → Nov 6+8.7%

+14.4%1 yearTotal return+9.8%

+22.3%3 years · per year$10,000 became $18,309 · $18,084+21.8%

+11.8%5 years · per year$10,000 became $17,473 · $17,177+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

2.10%Trailing 12-mo yield$210 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.6%

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

7–1FDRR wins

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

More Ways to See the Pairs

FDRR vs IVV: Top 5 Holdings

Today

FDRR

30.7%in top 5

IVV

in top 527.8%

FDRRStockIVV

8.7%AAPL7.9%

7.5%NVDA6.9%

7.1%MSFT6.3%

4.4%GOOGL2.6%

not top 5AMZN4.0%

2.9%AVGOnot top 5

Held in common49.1%

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

FDRR vs IVV Returns, Every Period

FidelityFDRR

+11.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

FDRRIVVFaded: behind in that period

4–0FDRR wins

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

Income vs Core: FDRR vs IVV

YTD

FidelityFDRR

+11.0%

IVViShares

+8.7%

+11.0%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.6%

2.1%Yield1.1%

$762MAssets$853B

4–0FDRR wins

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

Cost, Income and Risk

Fees: FDRR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FDRR0.15%$15

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

Yields: FDRR, IVV

2.10%highest, FDRR

FundTrailing yieldYield$10k

FDRR2.10%$210

IVV1.14%$114

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

Income After Fees on $10,000

$195most kept, FDRR

FDRR$210 − $15 = $195

IVV$114 − $3 = $111

KeptFee

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

Overlap: FDRR, IVV

Today

49.1%most shared, FDRR and IVV

FDRRIVV

FDRR—49.1%

IVV49.1%—

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

Return vs Bumpiness: 2 ETFs

+14.4%FDRR, at 12.1% volatility

FDRRWorst drop−8.5%12.1% 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

FDRRIVV

+11.0%Year to date+8.7%

2.1%Yield1.1%

+14.4%Past year+9.8%

0.15%Fee0.03%

3–1FDRR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$853B

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