IVV vs WDIV

AIVV

BWDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · WDIV $15,515

Lowest cost0.03%IVV · $3 on $10k

Most income4.25%WDIV · $425 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common0.9%IVV and WDIV

IVV

WDIV

iShares Core S&P 500 ETF · $853BState Street SPDR S&P Global Dividend ETF · $286M

+21.8%3 years · per year$18,084 · $17,551+20.6%

+11.4%5 years · per year$17,177 · $15,515+9.2%

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.14%12-mo yield$114 · $425 on $10k4.25%

−8.9%Worst dropSmaller wins−8.6%

13.6%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · WDIV

0.3%VZ1.5%

0.3%PFE1.5%

0.2%MO1.8%

0.1%OKE1.2%

Held in common0.9%

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	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

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	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

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 WDIV

IVV

iShares Core S&P 500

$17,177

WDIV

SPDR S&P Global Dividend

$15,515

MeasureIVVWDIV

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.14%4.25%

5 years, per year+11.4%+9.2%

3 years, per year+21.8%+20.6%

Worst drop · 1Y−8.9%−8.6%

Volatility · 1Y13.6%10.7%

3–3measures won
level

0.9%

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, WDIV

Today

0.9%most shared, IVV and WDIV

IVVWDIV

IVV—0.9%

WDIV0.9%—

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

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

IVV$114 − $3 = $111

KeptFee

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