Compare · 2 funds side by side · dividends reinvested

IVV and CDPI

IVViShares×CDPIColumbia Threadneedle×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 03

IVV and CDPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.1

Columbia High Dividend Premium Income ETFIncome · Covered calls0.45%2.04%[…][…][…][…][…][…]$6M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · CDPI 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

CDPI

Columbia High Dividend Premium Income ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

IVVMeasureCDPI

+11.3%Year to dateJan 1 → Nov 9[…]

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.11%Trailing 12-mo yield$111 · $204 a year on $10k2.04%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CDPI: Top 5 Holdings

Today

IVV

27.8%in top 5

CDPI

in top 512.1%

IVVStockCDPI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5XOM2.9%

2.6%GOOGLnot top 5

not top 5JPM2.6%

not top 5JNJ2.5%

not top 5ABBV2.0%

not top 5CSCO2.0%

Held in common19.1%

End-of-day Nov 9, 2026 · share of each fund

IVV vs CDPI Returns, Every Period

iSharesIVV

+13.6%

past year

CDPIColumbia Threadneedle

[…]

past year

Returns […]

IVVCDPIFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs CDPI

YTD

iSharesIVV

+11.3%

CDPIColumbia Threadneedle

[…]

+11.3%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

1.1%Yield2.0%

$875BAssets$5.9M

1–0CDPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CDPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CDPI0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, CDPI

2.04%highest, CDPI

FundTrailing yieldYield$10k

CDPI2.04%$204

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$159most kept, CDPI

CDPI$204 − $45 = $159

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, CDPI

Today

19.1%most shared, IVV and CDPI

IVVCDPI

IVV—19.1%

CDPI19.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

CDPIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CDPIIVV

[…]Year to date+11.3%

2.0%Yield1.1%

[…]Past year+13.6%

0.45%Fee0.03%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026