IVV vs ADIV

AIVV

BADIV

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.12%ADIV · $312 on $10k

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

Held in common2.6%IVV and ADIV

IVV

ADIV

iShares Core S&P 500 ETF · $853BGuinness Atkinson Asia Pacific Dividend Builder ETF · $54M

+22.0%3 years · per year$18,159 · $16,684+18.6%

+11.9%5 years · per year$17,545 · $14,752+8.1%

0.03%Expense ratio$3 · $195 on $10k · lower wins1.95%

1.11%12-mo yield$111 · $312 on $10k3.12%

−8.9%Worst dropSmaller wins−10.2%

13.8%VolatilityLower wins14.2%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ADIV

2.2%AVGO2.7%

0.3%QCOM2.7%

0.1%AFL2.8%

Held in common2.6%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk	1.95%	3.12%	+2.0%	+10.9%	+10.6%	+18.6%	+8.1%	−10.2%	$54M

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk	1.95%	3.12%	+2.0%	+10.9%	+10.6%	+18.6%	+8.1%	−10.2%	$54M

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

IVV vs ADIV

IVV

iShares Core S&P 500

$17,545

ADIV

Guinness Atkinson Asia Pacific Dividend Builder

$14,752

MeasureIVVADIV

Fee0.03%1.95%

Cost on $10k a year$3$195

Yield1.11%3.12%

5 years, per year+11.9%+8.1%

3 years, per year+22.0%+18.6%

Worst drop · 1Y−8.9%−10.2%

Volatility · 1Y13.8%14.2%

5–1measures won
IVV first

2.6%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, ADIV, VOO

Today

92.7%most shared, IVV and VOO

IVVADIVVOO

IVV—2.6%92.7%

ADIV2.6%—2.9%

VOO92.7%2.9%—

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

Income After Fees on $10,000

$117most kept, ADIV

ADIV$312 − $195 = $117

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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