IVV vs CDL

AIVV

BCDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · CDL $16,213

Lowest cost0.03%IVV · $3 on $10k

Most income3.23%CDL · $323 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common11.8%IVV and CDL

IVV

CDL

iShares Core S&P 500 ETF · $853BVictoryShares US Large Cap High Div Volatility Wtd ETF · $413M

+21.8%3 years · per year$18,084 · $16,786+18.8%

+11.4%5 years · per year$17,177 · $16,213+10.1%

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

1.14%12-mo yield$114 · $323 on $10k3.23%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CDL

1.1%XOM1.0%

0.8%ABBV1.1%

0.7%CVX1.1%

0.6%PG1.5%

Held in common11.8%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CDL

IVV

iShares Core S&P 500

$17,177

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

MeasureIVVCDL

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.14%3.23%

5 years, per year+11.4%+10.1%

3 years, per year+21.8%+18.8%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%11.1%

3–3measures won
level

11.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, CDL

Today

11.8%most shared, IVV and CDL

IVVCDL

IVV—11.8%

CDL11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee