Compare · 3 funds side by side · dividends reinvested

RJDI, VOO and IVV

RJDIRaymond James×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

RJDI, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

RJ Eagle GCM Dividend Select Income ETFIncome · Dividend stocks0.63%1.05%+14.8%+18.2%[…][…]−7.1%11.8%$152M1.7

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%$850B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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: RJDI 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

RJ Eagle GCM Dividend Select Income ETF · $152M[…]

RJDI

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

RJDIMeasureVOO

+14.8%Year to dateJan 1 → Nov 6+8.7%

+18.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.05%Trailing 12-mo yield$105 · $110 a year on $10k1.10%

−7.1%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.5%

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

4–2RJDI wins

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

More Ways to See the Pairs

RJDI vs VOO: Top 5 Holdings

Today

RJDI

23.6%in top 5

VOO

in top 528.3%

RJDIStockVOO

not top 5NVDA8.4%

4.3%AAPL7.4%

5.8%AVGOnot top 5

not top 5MSFT5.8%

4.6%WMTnot top 5

4.6%ADInot top 5

4.2%JPMnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common19.6%

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

RJDI vs VOO Returns, Every Period

Raymond JamesRJDI

+18.2%

past year

VOOVanguard

+9.8%

past year

RJDIVOOFaded: behind in that period

2–0RJDI wins

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

Income vs Core: RJDI vs IVV

YTD

Raymond JamesRJDI

+14.8%

IVViShares

+8.7%

+14.8%Year to date+8.7%

−7.1%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$152MAssets$850B

3–1RJDI wins

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

Cost, Income and Risk

Fees: RJDI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

RJDI0.63%$63

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

Yields: RJDI, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

RJDI1.05%$105

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

RJDI$105 − $63 = $42

KeptFee

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

Overlap: RJDI, VOO, IVV

Today

92.2%most shared, VOO and IVV

RJDIVOOIVV

RJDI—19.6%20.1%

VOO19.6%—92.2%

IVV20.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+18.2%RJDI, at 11.8% volatility

RJDIWorst drop−7.1%11.8% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVRJDI

+8.7%Year to date+14.8%

1.1%Yield1.0%

+9.8%Past year+18.2%

0.03%Fee0.63%

2–2level

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%

$182BAssets$819B

2–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026