Compare · 2 funds side by side · dividends reinvested

MDIV and IVV

MDIVFirst Trust×IVViShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,530IVV · best of the two

Story of the two · IncomeMost incomeMDIV · 7.52% · $752 a year on $10k

Story of the two · RiskSmallest drop

MDIV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.4

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.52%+8.7%+9.6%+10.2%+5.9%−6.1%6.9%$417M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: MDIV 2012 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Multi-Asset Diversified Income Index Fund · $417M$13,325

MDIV

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

MDIVMeasureIVV

+8.7%

More Ways to See the Pairs

MDIV vs IVV: Top 5 Holdings

Today

MDIV

25.8%in top 5

IVV

in top 526.9%

MDIVStockIVV

20.5%HYLSnot top 5

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

Cost, Income and Risk

Fees: MDIV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MDIV0.83%$83

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MDIV, IVV

1Y

7.52%highest, MDIV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 11

+12.3%

+9.6%1 yearTotal return+12.7%

+10.2%3 years · per year$10,000 became $13,369 · $18,122+21.9%

+5.9%5 years · per year$10,000 became $13,325 · $17,530+11.9%

0.83%Expense ratio$83 · $3 a year on $10k · lower is better0.03%

7.52%Trailing 12-mo yield$752 · $110 a year on $10k1.10%

−6.1%Worst dropSmaller is better−8.9%

6.9%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

1.4%NLYnot top 5

1.4%AGNCnot top 5

1.3%RITMnot top 5

1.3%ARRnot top 5

Held in common3.3%

End-of-day Nov 11, 2026 · share of each fund

MDIV vs IVV Returns, Every Period

5Y

First TrustMDIV

+5.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

MDIVIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: MDIV vs IVV

YTD

First TrustMDIV

+8.7%

IVViShares

+12.3%

+8.7%Year to date+12.3%

−6.1%Worst drop · 1Y−8.9%

6.9%Volatility · 1Y13.7%

7.5%Yield1.1%

$417MAssets$883B

3–1MDIV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

MDIV7.52%$752

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$669most kept, MDIV

MDIV$752 − $83 = $669

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MDIV, IVV

Today

3.3%most shared, MDIV and IVV

MDIVIVV

MDIV—3.3%

IVV3.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.7%IVV, at 13.7% volatility

MDIVWorst drop−6.1%6.9% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MDIVIVV

+8.7%Year to date+12.3%

7.5%Yield1.1%

+9.6%Past year+12.7%

0.83%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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MDIV and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two