DIVD vs SPY

ADIVD

BSPY

Measures won3–2DIVD wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.64%DIVD · $264 on $10k

Smallest drop−7.1%DIVD · worst fall in 1Y

Held in common11.9%DIVD and SPY

DIVD

SPY

Altrius Global Dividend ETF · $28MState Street SPDR S&P 500 ETF · $778B

+20.6%3 years · per year$17,522 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

2.64%12-mo yield$264 · $101 on $10k1.01%

−7.1%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.7%

3–2DIVD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVD · SPY

1.1%JPM1.4%

1.2%XOM1.1%

1.2%JNJ1.0%

1.3%ABBV0.8%

Held in common11.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADIVD	Altrius Global Dividend ETFRead Desk	0.49%	2.64%	+1.4%	+22.3%	+29.2%	+20.6%	new	−7.1%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADIVD	Altrius Global Dividend ETFRead Desk	0.49%	2.64%	+1.4%	+22.3%	+29.2%	+20.6%	new	−7.1%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIVD vs SPY

DIVD

Altrius Global Dividend

[…]

SPY

SPDR S&P 500

$17,493

MeasureDIVDSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield2.64%1.01%

5 years, per year[…]+11.8%

3 years, per year+20.6%+21.9%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.6%13.7%

3–2measures won
DIVD first

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DIVD, SPY, IVV

Today

99.9%most shared, SPY and IVV

DIVDSPYIVV

DIVD—11.9%11.9%

SPY11.9%—99.9%

IVV11.9%99.9%—

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

Income After Fees on $10,000

$215most kept, DIVD

DIVD$264 − $49 = $215

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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