Compare · 3 funds side by side · dividends reinvested

TDVG, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

TDVG, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.9

T. Rowe Price Dividend Growth ETFIncome · Dividend stocks0.50%0.96%+14.4%+17.7%+17.7%+9.8%−7.2%10.6%$1.3B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TDVG 2020 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Dividend Growth ETF · $1.3B$15,956

TDVG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

TDVGMeasureSPYM

+14.4%Year to dateJan 1 → Nov 9+11.3%

+17.7%1 yearTotal return+13.6%

+17.7%3 years · per year$10,000 became $16,287 · $18,161+22.0%

+9.8%5 years · per year$10,000 became $15,956 · $17,553+11.9%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−7.2%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TDVG vs SPYM: Top 5 Holdings

Today

TDVG

21.3%in top 5

SPYM

in top 527.8%

TDVGStockSPYM

6.3%AAPL7.9%

not top 5NVDA7.1%

5.6%MSFT6.2%

not top 5AMZN4.0%

3.2%JPMnot top 5

3.1%Vnot top 5

3.0%AVGOnot top 5

not top 5GOOGL2.6%

Held in common39.3%

End-of-day Nov 9, 2026 · share of each fund

TDVG vs SPYM Returns, Every Period

T. Rowe PriceTDVG

+9.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

TDVGSPYMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: TDVG vs IVV

YTD

T. Rowe PriceTDVG

+14.4%

IVViShares

+11.3%

+14.4%Year to date+11.3%

−7.2%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.8%

1.0%Yield1.1%

$1.3BAssets$853B

3–1TDVG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDVG, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

TDVG0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TDVG, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

TDVG0.96%$96

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

TDVG$96 − $50 = $46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TDVG, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

TDVGSPYMIVV

TDVG—39.3%39.3%

SPYM39.3%—99.9%

IVV39.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%TDVG, at 10.6% volatility

TDVGWorst drop−7.2%10.6% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVTDVG

+11.3%Year to date+14.4%

1.1%Yield1.0%

+13.6%Past year+17.7%

0.03%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026