IVV vs TDIV

AIVV

BTDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,484TDIV · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common13.3%IVV and TDIV

IVV

TDIV

iShares Core S&P 500 ETF · $853BFirst Trust NASDAQ Technology Dividend Index Fund · $4.1B

+21.8%3 years · per year$18,084 · $20,418+26.9%

+11.4%5 years · per year$17,177 · $20,484+15.4%

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.14%12-mo yield$114 · $147 on $10k1.47%

−8.9%Worst dropSmaller wins−16.3%

13.6%VolatilityLower wins21.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TDIV

6.3%MSFT9.0%

2.2%AVGO6.7%

0.6%CSCO1.8%

0.4%TXN9.1%

Held in common13.3%

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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 TDIV

IVV

iShares Core S&P 500

$17,177

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

MeasureIVVTDIV

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.14%1.47%

5 years, per year+11.4%+15.4%

3 years, per year+21.8%+26.9%

Worst drop · 1Y−8.9%−16.3%

Volatility · 1Y13.6%21.5%

3–3measures won
level

13.3%

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%

$178BAssets$778B

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$853B

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, TDIV, SPY

Today

99.9%most shared, IVV and SPY

IVVTDIVSPY

IVV—13.3%99.9%

TDIV13.3%—13.3%

SPY99.9%13.3%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TDIV$147 − $50 = $97

SPY$103 − $9 = $94

KeptFee

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