DIVE vs VOO

ADIVE

BVOO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.23%DIVE · $123 on $10k

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

Held in common12.9%DIVE and VOO

DIVE

VOO

Dana Concentrated Dividend ETF · $48MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

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

1.23%12-mo yield$123 · $105 on $10k1.05%

−11.5%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVE · VOO

4.7%AMZN3.7%

3.0%META2.4%

0.9%GOOGL3.1%

3.4%ABBV0.7%

Held in common12.9%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIVE vs VOO

DIVE

Dana Concentrated Dividend

[…]

VOO

Vanguard S&P 500

$18,115

MeasureDIVEVOO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.23%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y12.6%12.8%

2–2measures won
level

12.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DIVE, VOO, IVV

Today

94.5%most shared, VOO and IVV

DIVEVOOIVV

DIVE—12.9%13.0%

VOO12.9%—94.5%

IVV13.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

DIVE$123 − $65 = $58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee