DIVE vs IVV

ADIVE

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.26%DIVE · $126 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common13.1%DIVE and IVV

DIVE

IVV

Dana Concentrated Dividend ETF · $48MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

1.26%12-mo yield$126 · $114 on $10k1.14%

−11.5%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIVE · IVV

4.8%AMZN3.9%

3.0%META2.1%

0.9%GOOGL2.6%

3.4%ABBV0.8%

Held in common13.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$48M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$48M

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

Cards for this view

DIVE vs IVV

DIVE

Dana Concentrated Dividend

[…]

IVV

iShares Core S&P 500

$17,151

MeasureDIVEIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.26%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y12.7%13.6%

2–2measures won
level

13.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DIVE, IVV

Today

13.1%most shared, DIVE and IVV

DIVEIVV

DIVE—13.1%

IVV13.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DIVE$126 − $65 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee