Compare · 3 funds side by side · dividends reinvested

IVV, TDIV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,484TDIV · best of the three

02 / 04

IVV, TDIV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.1B1.8

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%$178B2.0

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%$853B2.3

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: IVV 2000 · TDIV 2012 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$20,484

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

IVVMeasureTDIV

+8.7%Year to dateJan 1 → Nov 6+12.5%

+9.8%1 yearTotal return+9.9%

+21.8%3 years · per year$10,000 became $18,084 · $20,418+26.9%

+11.4%5 years · per year$10,000 became $17,177 · $20,484+15.4%

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.14%Trailing 12-mo yield$114 · $147 a year on $10k1.47%

−8.9%Worst dropSmaller is better−16.3%

13.6%VolatilityLower is calmer21.5%

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

3–5TDIV wins

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

More Ways to See the Pairs

IVV vs TDIV: Top 5 Holdings

Today

IVV

27.8%in top 5

TDIV

in top 540.4%

IVVStockTDIV

not top 5TXN9.1%

not top 5IBM9.0%

6.3%MSFT9.0%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

not top 5AVGO6.7%

not top 5ORCL6.6%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common13.3%

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

IVV vs TDIV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

TDIVFirst Trust

+15.4%

5 years, per year

IVVTDIVFaded: behind in that period

0–4TDIV wins

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

Core vs Income: IVV vs TDIV

YTD

iSharesIVV

+8.7%

TDIVFirst Trust

+12.5%

+8.7%Year to date+12.5%

−8.9%Worst drop · 1Y−16.3%

13.6%Volatility · 1Y21.5%

1.1%Yield1.5%

$853BAssets$4.1B

2–2level

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

Cost, Income and Risk

Fees: IVV, TDIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

TDIV0.50%$50

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

Yields: IVV, TDIV, SPYM

1.47%highest, TDIV

FundTrailing yieldYield$10k

TDIV1.47%$147

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

TDIV$147 − $50 = $97

KeptFee

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

Overlap: IVV, TDIV, SPYM

Today

99.9%most shared, IVV and SPYM

IVVTDIVSPYM

IVV—13.3%99.9%

TDIV13.3%—13.3%

SPYM99.9%13.3%—

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

Return vs Bumpiness: 3 ETFs

+9.9%TDIV, at 21.5% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

TDIVWorst drop−16.3%21.5% vol

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

Paid More vs Made More

YTD

TDIVSPYM

+12.5%Year to date+8.8%

1.5%Yield1.1%

+9.9%Past year+9.8%

0.50%Fee0.02%

3–1TDIV 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%

$178BAssets$778B

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