QDF vs IVV

AQDF

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · QDF $16,724

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%QDF · $155 on $10k

Smallest drop−7.9%QDF · worst fall in 1Y

Held in common42.1%QDF and IVV

QDF

IVV

Northern Trust Quality Dividend ETF · $2.2BiShares Core S&P 500 ETF · $887B

+19.7%3 years · per year$17,140 · $18,221+22.1%

+10.8%5 years · per year$16,724 · $17,151+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.55%12-mo yield$155 · $114 on $10k1.14%

−7.9%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQDF · IVV

9.6%AAPL7.7%

6.7%NVDA7.3%

4.8%MSFT6.2%

2.4%AVGO2.3%

Held in common42.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.55%	−4.0%	+10.3%	+13.0%	+19.7%	+10.8%	−7.9%	$2.2B

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.55%	−4.0%	+10.3%	+13.0%	+19.7%	+10.8%	−7.9%	$2.2B

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

QDF vs IVV

QDF

Northern Trust Quality Dividend

$16,724

IVV

iShares Core S&P 500

$17,152

MeasureQDFIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.55%1.14%

5 years, per year+10.8%+11.4%

3 years, per year+19.7%+22.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.7%13.6%

3–3measures won
level

42.1%

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$805B

2–0SPYM 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$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: QDF, IVV

Today

42.1%most shared, QDF and IVV

QDFIVV

QDF—42.1%

IVV42.1%—

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

Income After Fees on $10,000

$115most kept, QDF

QDF$155 − $40 = $115

IVV$114 − $3 = $111

KeptFee

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