IVV vs VIG

AIVV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VIG $16,638

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common42.6%IVV and VIG

IVV

VIG

iShares Core S&P 500 ETF · $853BVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,159 · $16,775+18.8%

+11.9%5 years · per year$17,545 · $16,638+10.7%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.11%12-mo yield$111 · $146 on $10k1.46%

−8.9%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · VIG

6.2%MSFT4.9%

7.9%AAPL4.9%

2.2%AVGO4.3%

1.7%LLY4.1%

Held in common42.6%

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

All Four

5Y4 funds

#
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%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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

All Four

5Y4 funds

#
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%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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 VIG

IVV

iShares Core S&P 500

$17,545

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIVVVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.11%1.46%

5 years, per year+11.9%+10.7%

3 years, per year+22.0%+18.8%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.8%11.0%

3–3measures won
level

42.6%

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, TIZE, SCHD, VIG

Today

42.6%most shared, IVV and VIG

IVVTIZESCHDVIG

IVV—[…]8.6%42.6%

TIZE[…]—[…][…]

SCHD8.6%[…]—14.5%

VIG42.6%[…]14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

IVV$111 − $3 = $108

TIZE$76 − $40 = $36

KeptFee

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