Compare · 3 funds side by side · dividends reinvested

IVVB, DIA and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IVVB, DIA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B2.3

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.17%+4.4%+5.3%+13.3%[…]−5.8%8.4%$141M2.4

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: IVVB 2023 · DIA 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Deep Quarterly Laddered ETF · $141M[…]

IVVB

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

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

IVVBMeasureDIA

+4.4%Year to dateJan 1 → Nov 6+7.8%

+5.3%1 yearTotal return+9.9%

+13.3%3 years · per year$10,000 became $14,543 · $16,149+17.3%

[…]5 years · per year$10,000 became […] · $15,590+9.3%

0.53%Expense ratio$53 · $16 a year on $10k · lower is better0.16%

1.17%Trailing 12-mo yield$117 · $140 a year on $10k1.40%

−5.8%Worst dropSmaller is better−9.8%

8.4%VolatilityLower is calmer13.4%

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

2–5DIA wins

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

More Ways to See the Pairs

IVVB vs DIA: Top 5 Holdings

Today

IVVB

98.0%in top 5

DIA

in top 532.7%

IVVBStockDIA

98.0%IVVnot top 5

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

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

IVVB vs DIA Returns, Every Period

iSharesIVVB

+5.3%

past year

DIASPDR

+9.9%

past year

IVVBDIAFaded: behind in that period

0–3DIA wins

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

IVVB vs VTV

YTD

iSharesIVVB

+4.4%

VTVVanguard

+18.5%

+4.4%Year to date+18.5%

−5.8%Worst drop · 1Y−6.4%

8.4%Volatility · 1Y10.7%

1.2%Yield1.9%

$141MAssets$184B

2–2level

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

Cost, Income and Risk

Fees: IVVB, DIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DIA0.16%$16

IVVB0.53%$53

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

Yields: IVVB, DIA, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DIA1.40%$140

IVVB1.17%$117

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DIA$140 − $16 = $124

IVVB$117 − $53 = $64

KeptFee

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

Overlap: IVVB, DIA, VTV

Today

23.4%most shared, DIA and VTV

IVVBDIAVTV

IVVB—0.0%0.0%

DIA0.0%—23.4%

VTV0.0%23.4%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

IVVBWorst drop−5.8%8.4% vol

VTVWorst drop−6.4%10.7% vol

DIAWorst drop−9.8%13.4% vol

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

Paid More vs Made More

YTD

VTVDIA

+18.5%Year to date+7.8%

1.9%Yield1.4%

+22.9%Past year+9.9%

0.03%Fee0.16%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026