IVV vs FGD

AIVV

BFGD

Measures won2–4FGD wins · of 6 · 5Y

$10,000 · 5Y$17,480FGD · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.77%FGD · $577 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.0%IVV and FGD

IVV

FGD

iShares Core S&P 500 ETF · $853BFirst Trust Dow Jones Global Select Dividend Index Fund · $1.6B

+21.8%3 years · per year$18,084 · $19,517+25.0%

+11.4%5 years · per year$17,177 · $17,480+11.8%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.14%12-mo yield$114 · $577 on $10k5.77%

−8.9%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins12.8%

2–4FGD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FGD

0.3%VZ0.9%

0.2%MO1.2%

0.1%UPS1.0%

0.1%F0.7%

Held in common1.0%

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 Four

5Y4 funds

#
1	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
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%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

All Four

5Y4 funds

#
1	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
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%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 FGD

IVV

iShares Core S&P 500

$17,177

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

MeasureIVVFGD

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.14%5.77%

5 years, per year+11.4%+11.8%

3 years, per year+21.8%+25.0%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.6%12.8%

4–2measures won
FGD first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

Overlap: IVV, FGD, VTI, SCHD

Today

85.5%most shared, IVV and VTI

IVVFGDVTISCHD

IVV—1.0%85.5%8.7%

FGD1.0%—0.8%5.4%

VTI85.5%0.8%—7.1%

SCHD8.7%5.4%7.1%—

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

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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