IVV vs DIVE

AIVV

BDIVE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income1.26%DIVE · $126 on $10k

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

Held in common13.1%IVV and DIVE

IVV

DIVE

iShares Core S&P 500 ETF · $850BDana Concentrated Dividend ETF · $52M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.14%12-mo yield$114 · $126 on $10k1.26%

−8.9%Worst dropSmaller wins−11.5%

13.6%VolatilityLower wins12.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DIVE

3.9%AMZN4.8%

2.1%META3.0%

2.6%GOOGL0.9%

0.8%ABBV3.4%

Held in common13.1%

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

All Three

5Y3 funds

#
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%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$52M

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.26%	−2.1%	+12.0%	+19.0%	new	new	−11.5%	$52M

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 DIVE

IVV

iShares Core S&P 500

$17,151

DIVE

Dana Concentrated Dividend

[…]

MeasureIVVDIVE

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.14%1.26%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y13.6%12.7%

2–2measures won
level

13.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, DIVE, VTI

Today

86.5%most shared, IVV and VTI

IVVDIVEVTI

IVV—13.1%86.5%

DIVE13.1%—11.6%

VTI86.5%11.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

DIVE$126 − $65 = $61

KeptFee

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