IVV vs TDVI

AIVV

BTDVI

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income7.76%TDVI · $776 on $10k

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

Held in common13.2%IVV and TDVI

IVV

TDVI

iShares Core S&P 500 ETF · $875BFT Vest Technology Dividend Target Income ETF · $628M

+22.0%3 years · per year$18,159 · $20,093+26.2%

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

1.11%12-mo yield$111 · $776 on $10k7.76%

−8.9%Worst dropSmaller wins−16.0%

13.8%VolatilityLower wins21.0%

3–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · TDVI

6.2%MSFT9.0%

2.2%AVGO6.8%

0.6%CSCO1.8%

0.4%TXN9.1%

Held in common13.2%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs TDVI

IVV

iShares Core S&P 500

$17,545

TDVI

FT Vest Technology Dividend Target Income

[…]

MeasureIVVTDVI

Fee0.03%0.75%

Cost on $10k a year$3$75

Yield1.11%7.76%

5 years, per year+11.9%[…]

3 years, per year+22.0%+26.2%

Worst drop · 1Y−8.9%−16.0%

Volatility · 1Y13.8%21.0%

3–2measures won
IVV first

13.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, TDVI

Today

13.2%most shared, IVV and TDVI

IVVTDVI

IVV—13.2%

TDVI13.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$701most kept, TDVI

TDVI$776 − $75 = $701

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee