IVV vs FDL

AIVV

BFDL

Measures won1–5FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.64%FDL · $364 on $10k

Smallest drop−7.2%FDL · worst fall in 1Y

Held in common5.9%IVV and FDL

IVV

FDL

iShares Core S&P 500 ETF · $850BFirst Trust Morningstar Dividend Leaders Index Fund · $8.6B

+21.8%3 years · per year$18,084 · $18,840+23.5%

+11.4%5 years · per year$17,177 · $19,777+14.6%

0.03%Expense ratio$3 · $43 on $10k · lower wins0.43%

1.14%12-mo yield$114 · $364 on $10k3.64%

−8.9%Worst dropSmaller wins−7.2%

13.6%VolatilityLower wins12.7%

1–5FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FDL

0.7%CVX8.4%

0.5%PM6.3%

0.3%PEP5.2%

0.3%VZ6.7%

Held in common5.9%

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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 FDL

IVV

iShares Core S&P 500

$17,177

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

MeasureIVVFDL

Fee0.03%0.43%

Cost on $10k a year$3$43

Yield1.14%3.64%

5 years, per year+11.4%+14.6%

3 years, per year+21.8%+23.5%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.6%12.7%

5–1measures won
FDL first

5.9%

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$850B

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, FDL

Today

5.9%most shared, IVV and FDL

IVVFDL

IVV—5.9%

FDL5.9%—

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

Income After Fees on $10,000

$321most kept, FDL

FDL$364 − $43 = $321

IVV$114 − $3 = $111

KeptFee

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