IVV vs FDV

AIVV

BFDV

Measures won2–3FDV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.87%FDV · $287 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common8.5%IVV and FDV

IVV

FDV

iShares Core S&P 500 ETF · $850BFederated Hermes U.S. Strategic Dividend ETF · $1.1B

+21.8%3 years · per year$18,084 · $17,175+19.8%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $61 on $10k · lower wins0.61%

1.14%12-mo yield$114 · $287 on $10k2.87%

−8.9%Worst dropSmaller wins−7.4%

13.6%VolatilityLower wins11.3%

2–3FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FDV

1.1%XOM1.2%

0.8%ABBV2.8%

0.7%CVX3.0%

0.6%PG1.1%

Held in common8.5%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

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 FDV

IVV

iShares Core S&P 500

$17,177

FDV

Federated Hermes U.S. Strategic Dividend

[…]

MeasureIVVFDV

Fee0.03%0.61%

Cost on $10k a year$3$61

Yield1.14%2.87%

5 years, per year+11.4%[…]

3 years, per year+21.8%+19.8%

Worst drop · 1Y−8.9%−7.4%

Volatility · 1Y13.6%11.3%

3–2measures won
FDV first

8.5%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, FDV, VOO

Today

92.2%most shared, IVV and VOO

IVVFDVVOO

IVV—8.5%92.2%

FDV8.5%—7.5%

VOO92.2%7.5%—

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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