IVV vs FDL

AIVV

BFDL

Measures won1–5FDL wins · of 6 · 5Y

$10,000 · 5Y$19,815FDL · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income3.61%FDL · $361 on $10k

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

Held in common5.8%IVV and FDL

IVV

FDL

iShares Core S&P 500 ETF · $853BFirst Trust Morningstar Dividend Leaders Index Fund · $8.4B

+22.0%3 years · per year$18,159 · $18,502+22.8%

+11.9%5 years · per year$17,545 · $19,815+14.7%

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

1.11%12-mo yield$111 · $361 on $10k3.61%

−8.9%Worst dropSmaller wins−7.2%

13.8%VolatilityLower wins12.7%

1–5FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FDL

0.7%CVX8.5%

0.5%PM6.2%

0.3%PEP5.2%

0.3%VZ6.8%

Held in common5.8%

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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	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

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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	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

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 FDL

IVV

iShares Core S&P 500

$17,545

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

MeasureIVVFDL

Fee0.03%0.43%

Cost on $10k a year$3$43

Yield1.11%3.61%

5 years, per year+11.9%+14.7%

3 years, per year+22.0%+22.8%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.8%12.7%

5–1measures won
FDL first

5.8%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, FDL, QQQ

Today

52.4%most shared, IVV and QQQ

IVVFDLQQQ

IVV—5.8%52.4%

FDL5.8%—2.1%

QQQ52.4%2.1%—

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

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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