Compare · 2 funds side by side · dividends reinvested

HDEF and IVV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,360HDEF · best of the two

02 / 04

HDEF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers MSCI EAFE High Dividend Yield Equity ETFIncome · Dividend stocks0.09%3.72%+13.6%+20.0%+20.2%+12.9%−8.1%12.3%$2.3B1.3

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%$850B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: HDEF 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B$18,360

HDEF

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HDEFMeasureIVV

+13.6%Year to dateJan 1 → Nov 6+8.7%

+20.0%1 yearTotal return+9.8%

+20.2%3 years · per year$10,000 became $17,350 · $18,084+21.8%

+12.9%5 years · per year$10,000 became $18,360 · $17,177+11.4%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

3.72%Trailing 12-mo yield$372 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

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

6–2HDEF wins

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

More Ways to See the Pairs

HDEF vs IVV: Top 5 Holdings

Today

HDEF

25.2%in top 5

IVV

in top 527.8%

HDEFStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.5%SHEL.Lnot top 5

5.3%ROP.SWnot top 5

5.0%NOVN.SWnot top 5

4.9%NESN.SWnot top 5

4.5%ALV.DEnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

HDEF vs IVV Returns, Every Period

XtrackersHDEF

+12.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

HDEFIVVFaded: behind in that period

3–1HDEF wins

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

Income vs Core: HDEF vs IVV

YTD

XtrackersHDEF

+13.6%

IVViShares

+8.7%

+13.6%Year to date+8.7%

−8.1%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

3.7%Yield1.1%

$2.3BAssets$850B

4–0HDEF wins

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

Cost, Income and Risk

Fees: HDEF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

HDEF0.09%$9

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

Yields: HDEF, IVV

3.72%highest, HDEF

FundTrailing yieldYield$10k

HDEF3.72%$372

IVV1.14%$114

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

Income After Fees on $10,000

$363most kept, HDEF

HDEF$372 − $9 = $363

IVV$114 − $3 = $111

KeptFee

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

Overlap: HDEF, IVV

Today

0.0%most shared, HDEF and IVV

HDEFIVV

HDEF—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.0%HDEF, at 12.3% volatility

HDEFWorst drop−8.1%12.3% 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

HDEFIVV

+13.6%Year to date+8.7%

3.7%Yield1.1%

+20.0%Past year+9.8%

0.09%Fee0.03%

3–1HDEF 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$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