Compare · 2 funds side by side · dividends reinvested

TDIV and IVV

TDIVFirst Trust×IVViShares×

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

02 / 04

TDIV and IVV, 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%$4.1B1.4

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%$853B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: TDIV 2012 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

TDIV

IVV

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

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

TDIVMeasureIVV

+12.5%Year to dateJan 1 → Nov 6+8.7%

+9.9%1 yearTotal return+9.8%

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

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

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.47%Trailing 12-mo yield$147 · $114 a year on $10k1.14%

−16.3%Worst dropSmaller is better−8.9%

21.5%VolatilityLower is calmer13.6%

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

5–3TDIV wins

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

More Ways to See the Pairs

TDIV vs IVV: Top 5 Holdings

Today

TDIV

40.4%in top 5

IVV

in top 527.8%

TDIVStockIVV

9.1%TXNnot top 5

9.0%IBMnot top 5

9.0%MSFT6.3%

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%AVGOnot top 5

6.6%ORCLnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common13.3%

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

TDIV vs IVV Returns, Every Period

First TrustTDIV

+15.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

TDIVIVVFaded: behind in that period

4–0TDIV wins

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

Income vs Core: TDIV vs IVV

YTD

First TrustTDIV

+12.5%

IVViShares

+8.7%

+12.5%Year to date+8.7%

−16.3%Worst drop · 1Y−8.9%

21.5%Volatility · 1Y13.6%

1.5%Yield1.1%

$4.1BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: TDIV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TDIV0.50%$50

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

Yields: TDIV, IVV

1.47%highest, TDIV

FundTrailing yieldYield$10k

TDIV1.47%$147

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TDIV$147 − $50 = $97

KeptFee

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

Overlap: TDIV, IVV

Today

13.3%most shared, TDIV and IVV

TDIVIVV

TDIV—13.3%

IVV13.3%—

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

Return vs Bumpiness: 2 ETFs

+9.9%TDIV, at 21.5% volatility

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

TDIVIVV

+12.5%Year to date+8.7%

1.5%Yield1.1%

+9.9%Past year+9.8%

0.50%Fee0.03%

3–1TDIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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