Compare · 2 funds side by side · dividends reinvested

UDI and IVV

UDIUSCF×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

UDI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

USCF Dividend Income ETFIncome · Dividend stocks0.65%2.62%+17.0%+23.7%+20.9%[…]−6.5%10.2%$3M1.3

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: UDI 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

USCF Dividend Income ETF · $3M[…]

UDI

IVV

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

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

UDIMeasureIVV

+17.0%Year to dateJan 1 → Nov 6+8.7%

+23.7%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,656 · $18,084+21.8%

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

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

2.62%Trailing 12-mo yield$262 · $114 a year on $10k1.14%

−6.5%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.6%

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

5–2UDI wins

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

More Ways to See the Pairs

UDI vs IVV: Top 5 Holdings

Today

UDI

17.7%in top 5

IVV

in top 527.8%

UDIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.8%0Y6X.Lnot top 5

3.7%JNJnot top 5

3.6%ABBVnot top 5

3.4%EWBCnot top 5

3.2%LAMRnot top 5

not top 5GOOGL2.6%

Held in common6.8%

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

UDI vs IVV Returns, Every Period

USCFUDI

+23.7%

past year

IVViShares

+9.8%

past year

UDIIVVFaded: behind in that period

2–1UDI wins

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

Income vs Core: UDI vs IVV

YTD

USCFUDI

+17.0%

IVViShares

+8.7%

+17.0%Year to date+8.7%

−6.5%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.6%

2.6%Yield1.1%

$2.8MAssets$853B

4–0UDI wins

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

Cost, Income and Risk

Fees: UDI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

UDI0.65%$65

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

Yields: UDI, IVV

2.62%highest, UDI

FundTrailing yieldYield$10k

UDI2.62%$262

IVV1.14%$114

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

Income After Fees on $10,000

$197most kept, UDI

UDI$262 − $65 = $197

IVV$114 − $3 = $111

KeptFee

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

Overlap: UDI, IVV

Today

6.8%most shared, UDI and IVV

UDIIVV

UDI—6.8%

IVV6.8%—

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

Return vs Bumpiness: 2 ETFs

+23.7%UDI, at 10.2% volatility

UDIWorst drop−6.5%10.2% 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

UDIIVV

+17.0%Year to date+8.7%

2.6%Yield1.1%

+23.7%Past year+9.8%

0.65%Fee0.03%

3–1UDI 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%

$182BAssets$819B

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