Compare · 2 funds side by side · dividends reinvested

UDIV and IVV

UDIVFranklin Templeton×IVViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,905UDIV · best of the two

Story of the two · IncomeMost incomeUDIV · 1.43% · $143 a year on $10k

Story of the two · RiskSmallest drop

UDIV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.43%+15.2%+15.5%+24.1%+13.6%−8.4%13.9%$161M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: UDIV 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Franklin U.S. Core Dividend Tilt Index ETF · $161M$18,905

UDIV

IVV

iShares Core S&P 500 ETF · $879B$17,398

$10,000 five years ago, dividends reinvested · they hold 75.2% in common

UDIVMeasureIVV

+15.2%

More Ways to See the Pairs

UDIV vs IVV: Top 5 Holdings

Today

UDIV

26.4%in top 5

IVV

in top 526.8%

UDIVStockIVV

7.8%AAPL7.9%

5.9%NVDA6.4%

6.1%MSFT5.9%

4.0%AMZN4.0%

2.7%

Cost, Income and Risk

Fees: UDIV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

UDIV0.06%$6

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: UDIV, IVV

1Y

1.43%highest, UDIV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 12

+12.0%

+15.5%1 yearTotal return+12.2%

+24.1%3 years · per year$10,000 became $19,108 · $18,019+21.7%

+13.6%5 years · per year$10,000 became $18,905 · $17,398+11.7%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.43%Trailing 12-mo yield$143 · $110 a year on $10k1.10%

−8.4%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.7%

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

6–2UDIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AVGO

not top 5

not top 5GOOGL2.6%

Held in common75.2%

End-of-day Nov 12, 2026 · share of each fund

UDIV vs IVV Returns, Every Period

5Y

Franklin TempletonUDIV

+13.6%

5 years, per year

IVViShares

+11.7%

5 years, per year

UDIVIVVFaded: behind in that period

4–0UDIV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Core: UDIV vs IVV

YTD

Franklin TempletonUDIV

+15.2%

IVViShares

+12.0%

+15.2%Year to date+12.0%

−8.4%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.7%

1.4%Yield1.1%

$161MAssets$879B

3–1UDIV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

UDIV1.43%$143

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$137most kept, UDIV

UDIV$143 − $6 = $137

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: UDIV, IVV

Today

75.2%most shared, UDIV and IVV

UDIVIVV

UDIV—75.2%

IVV75.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.5%UDIV, at 13.9% volatility

IVVWorst drop−8.9%13.7% vol

UDIVWorst drop−8.4%13.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

UDIVIVV

+15.2%Year to date+12.0%

1.4%Yield1.1%

+15.5%Past year+12.2%

0.06%Fee0.03%

3–1UDIV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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UDIV and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two