IVV vs SDVD

AIVV

BSDVD

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SCHD $16,428

Lowest cost0.03%IVV · $3 on $10k

Most income8.97%SDVD · $897 on $10k

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

Held in common1.7%IVV and SDVD

iShares Core S&P 500 ETF · $872BFT Vest SMID Rising Dividend Achievers Target Income ETF · $910M

+21.5%3 years · per year$17,934 · $15,868+16.6%

+11.7%5 years · per year$17,414 · […][…]

0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%

1.11%12-mo yield$111 · $897 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,414

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

MeasureIVVSDVD

Fee0.03%0.85%

Cost on $10k a year$3$85

Yield1.11%8.97%

5 years, per year+11.7%[…]

3 years, per year+21.5%+16.6%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.97%	+0.1%	+14.0%	+16.2%	+16.6%	new	−8.9%	$910M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.97%	+0.1%	+14.0%	+16.2%	+16.6%	new	−8.9%	$910M

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