Compare · 2 funds side by side · dividends reinvested

RJDI and IVV

RJDIRaymond James×IVViShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the two · RiskSmallest drop

RJDI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

RJ Eagle GCM Dividend Select Income ETFIncome · Dividend stocks0.63%1.01%+18.7%+20.0%[…][…]−7.1%12.0%$158M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: RJDI 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

RJ Eagle GCM Dividend Select Income ETF · $158M[…]

RJDI

IVV

iShares Core S&P 500 ETF · $879B$17,265

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

RJDIMeasureIVV

+18.7%

More Ways to See the Pairs

RJDI vs IVV: Top 5 Holdings

Today

RJDI

24.8%in top 5

IVV

in top 526.8%

RJDIStockIVV

4.3%AAPL7.9%

7.0%AVGOnot top 5

not top 5NVDA6.4%

not top 5MSFT5.9%

5.0%ADI

Cost, Income and Risk

Fees: RJDI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

RJDI0.63%$63

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: RJDI, IVV

1Y

1.11%highest, IVV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+11.5%

+20.0%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.63%Expense ratio$63 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−7.1%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer13.8%

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

4–2RJDI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.4%WMTnot top 5

4.1%JPMnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common20.0%

End-of-day Nov 13, 2026 · share of each fund

RJDI vs IVV Returns, Every Period

1Y

Raymond JamesRJDI

+20.0%

past year

IVViShares

+11.6%

past year

RJDIIVVFaded: behind in that period

2–0RJDI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: RJDI vs IVV

YTD

Raymond JamesRJDI

+18.7%

IVViShares

+11.5%

+18.7%Year to date+11.5%

−7.1%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y13.8%

1.0%Yield1.1%

$158MAssets$879B

3–1RJDI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

IVV1.11%$111

RJDI1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

RJDI$101 − $63 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: RJDI, IVV

Today

20.0%most shared, RJDI and IVV

RJDIIVV

RJDI—20.0%

IVV20.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.0%RJDI, at 12.0% volatility

RJDIWorst drop−7.1%12.0% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVRJDI

+11.5%Year to date+18.7%

1.1%Yield1.0%

+11.6%Past year+20.0%

0.03%Fee0.63%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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RJDI and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two