IVV vs DGRO

AIVV

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · DGRO $16,941

Lowest cost0.03%IVV · $3 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common43.8%IVV and DGRO

IVV

DGRO

iShares Core S&P 500 ETF · $887BiShares Core Dividend Growth ETF · $46.1B

+22.1%3 years · per year$18,221 · $17,770+21.1%

+11.4%5 years · per year$17,151 · $16,941+11.1%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.14%12-mo yield$114 · $186 on $10k1.86%

−8.9%Worst dropSmaller wins−6.5%

13.6%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · DGRO

6.2%MSFT3.2%

7.7%AAPL3.0%

2.3%AVGO2.4%

1.7%LLY1.5%

Held in common43.8%

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	AIVV	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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B

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	AIVV	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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B

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

IVV vs DGRO

IVV

iShares Core S&P 500

$17,152

DGRO

iShares Core Dividend Growth

$16,941

MeasureIVVDGRO

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%1.86%

5 years, per year+11.4%+11.1%

3 years, per year+22.1%+21.1%

Worst drop · 1Y−8.9%−6.5%

Volatility · 1Y13.6%10.2%

3–3measures won
level

43.8%

holdings shared

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

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

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

Overlap: IVV, DGRO

Today

43.8%most shared, IVV and DGRO

IVVDGRO

IVV—43.8%

DGRO43.8%—

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

IVV$114 − $3 = $111

KeptFee

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