Compare · 2 funds side by side · dividends reinvested

HIDV and SPY

HIDVAlliance Bernstein×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

HIDV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AB US High Dividend ETFIncome · Dividend stocks0.35%2.59%+11.2%+14.1%+21.9%[…]−9.6%12.9%$201M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

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: HIDV 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

AB US High Dividend ETF · $201M[…]

HIDV

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 45.5% in common

HIDVMeasureSPY

+11.2%Year to dateJan 1 → Nov 6+8.7%

+14.1%1 yearTotal return+9.7%

+21.9%3 years · per year$10,000 became $18,126 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

2.59%Trailing 12-mo yield$259 · $103 a year on $10k1.03%

−9.6%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

5–2HIDV wins

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

More Ways to See the Pairs

HIDV vs SPY: Top 5 Holdings

Today

HIDV

25.7%in top 5

SPY

in top 527.8%

HIDVStockSPY

7.3%AAPL7.9%

7.1%NVDA6.9%

5.7%MSFT6.3%

3.1%AMZN4.0%

2.5%GOOGL2.6%

Held in common45.5%

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

HIDV vs SPY Returns, Every Period

Alliance BernsteinHIDV

+14.1%

past year

SPYSPDR

+9.7%

past year

HIDVSPYFaded: behind in that period

3–0HIDV wins

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

Income vs Core: HIDV vs SPY

YTD

Alliance BernsteinHIDV

+11.2%

SPYSPDR

+8.7%

+11.2%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

2.6%Yield1.0%

$201MAssets$819B

3–1HIDV wins

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

Cost, Income and Risk

Fees: HIDV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HIDV0.35%$35

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

Yields: HIDV, SPY

2.59%highest, HIDV

FundTrailing yieldYield$10k

HIDV2.59%$259

SPY1.03%$103

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

Income After Fees on $10,000

$224most kept, HIDV

HIDV$259 − $35 = $224

SPY$103 − $9 = $94

KeptFee

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

Overlap: HIDV, SPY

Today

45.5%most shared, HIDV and SPY

HIDVSPY

HIDV—45.5%

SPY45.5%—

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

Return vs Bumpiness: 2 ETFs

+14.1%HIDV, at 12.9% volatility

HIDVWorst drop−9.6%12.9% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

HIDVSPY

+11.2%Year to date+8.7%

2.6%Yield1.0%

+14.1%Past year+9.7%

0.35%Fee0.09%

3–1HIDV 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026