DIVY vs DDIV

ADIVY

BDDIV

Measures won5–1DIVY wins · of 6 · 5Y

$10,000 · 5Y$16,164DIVY · DDIV $15,953

Lowest cost0.45%DIVY · $45 on $10k

Most income2.73%DIVY · $273 on $10k

Smallest drop−9.0%DIVY · worst fall in 1Y

Held in common10.0%DIVY and DDIV

DIVY

DDIV

Sound Equity Dividend Income ETF · $28MFirst Trust Dorsey Wright Momentum & Dividend ETF · $72M

+15.6%3 years · per year$15,446 · $18,330+22.4%

+10.1%5 years · per year$16,164 · $15,953+9.8%

0.45%Expense ratio$45 · $60 on $10k · lower wins0.60%

2.73%12-mo yield$273 · $161 on $10k1.61%

−9.0%Worst dropSmaller wins−11.3%

13.7%VolatilityLower wins14.6%

5–1DIVY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVY · DDIV

3.7%HAS4.3%

3.9%PFG3.4%

2.9%DINO1.8%

3.4%CSCO1.1%

Held in common10.0%

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

Both

5Y2 funds

#			Trend
1	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.73%	+2.8%	+25.7%	+31.2%	+15.6%	+10.1%	−9.0%	$28M
2	BDDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.61%	+1.4%	+11.4%	+18.6%	+22.4%	+9.8%	−11.3%	$72M

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

Both

5Y2 funds

#			Trend
1	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.73%	+2.8%	+25.7%	+31.2%	+15.6%	+10.1%	−9.0%	$28M
2	BDDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.61%	+1.4%	+11.4%	+18.6%	+22.4%	+9.8%	−11.3%	$72M

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

DIVY vs DDIV

DIVY

Sound Equity Dividend Income

$16,164

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,953

MeasureDIVYDDIV

Fee0.45%0.60%

Cost on $10k a year$45$60

Yield2.73%1.61%

5 years, per year+10.1%+9.8%

3 years, per year+15.6%+22.4%

Worst drop · 1Y−9.0%−11.3%

Volatility · 1Y13.7%14.6%

5–1measures won
DIVY first

10.0%

holdings shared

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

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

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

Overlap: DIVY, DDIV

Today

10.0%most shared, DIVY and DDIV

DIVYDDIV

DIVY—10.0%

DDIV10.0%—

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

DDIV$161 − $60 = $101

KeptFee

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