IVV vs TDVG

AIVV

BTDVG

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · TDVG $15,590

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common39.4%IVV and TDVG

IVV

TDVG

iShares Core S&P 500 ETF · $853BT. Rowe Price Dividend Growth ETF · $1.3B

+21.8%3 years · per year$18,084 · $16,208+17.5%

+11.4%5 years · per year$17,177 · $15,590+9.3%

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

1.14%12-mo yield$114 · $98 on $10k0.98%

−8.9%Worst dropSmaller wins−7.2%

13.6%VolatilityLower wins10.3%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · TDVG

7.9%AAPL6.3%

6.3%MSFT5.6%

2.2%AVGO3.0%

1.7%LLY2.0%

Held in common39.4%

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

Both

5Y2 funds

#			Trend
1	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
2	BTDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−0.4%	+11.9%	+14.5%	+17.5%	+9.3%	−7.2%	$1.3B

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

Both

5Y2 funds

#			Trend
1	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
2	BTDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−0.4%	+11.9%	+14.5%	+17.5%	+9.3%	−7.2%	$1.3B

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 TDVG

IVV

iShares Core S&P 500

$17,177

TDVG

T. Rowe Price Dividend Growth

$15,590

MeasureIVVTDVG

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.14%0.98%

5 years, per year+11.4%+9.3%

3 years, per year+21.8%+17.5%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.6%10.3%

4–2measures won
IVV first

39.4%

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

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, TDVG

Today

39.4%most shared, IVV and TDVG

IVVTDVG

IVV—39.4%

TDVG39.4%—

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

TDVG$98 − $50 = $48

KeptFee

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