IVV vs VIG

AIVV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SCHD $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income2.98%SCHD · $298 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 · $850BVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,221 · $16,814+18.9%

+11.4%5 years · per year$17,151 · $16,331+10.3%

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

1.14%12-mo yield$114 · $149 on $10k1.49%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VIG

6.2%MSFT4.9%

7.7%AAPL4.9%

2.3%AVGO4.3%

1.7%LLY4.1%

Held in common42.6%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 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

$17,152

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIVVVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.14%1.49%

5 years, per year+11.4%+10.3%

3 years, per year+22.1%+18.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%10.8%

3–3measures won
level

42.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, VIG, SCHD

Today

42.6%most shared, IVV and VIG

IVVVIGSCHD

IVV—42.6%8.5%

VIG42.6%—14.5%

SCHD8.5%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee