SDVD vs IVV

ASDVD

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income9.17%SDVD · $917 on $10k

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

Held in common1.7%SDVD and IVV

SDVD

IVV

FT Vest SMID Rising Dividend Achievers Target Income ETF · $919MiShares Core S&P 500 ETF · $850B

+17.6%3 years · per year$16,273 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

9.17%12-mo yield$917 · $114 on $10k1.14%

−8.9%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVD · IVV

0.2%HPE0.1%

0.5%FITB0.1%

0.8%CBOE0.1%

0.3%FIX0.1%

Held in common1.7%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.17%	−0.2%	+11.6%	+14.2%	+17.6%	new	−8.9%	$919M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.17%	−0.2%	+11.6%	+14.2%	+17.6%	new	−8.9%	$919M

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

SDVD vs IVV

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

IVV

iShares Core S&P 500

$17,177

MeasureSDVDIVV

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield9.17%1.14%

5 years, per year[…]+11.4%

3 years, per year+17.6%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.4%13.6%

3–1measures won
IVV first

1.7%

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$850B

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: SDVD, IVV

Today

1.7%most shared, SDVD and IVV

SDVDIVV

SDVD—1.7%

IVV1.7%—

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

Income After Fees on $10,000

$832most kept, SDVD

SDVD$917 − $85 = $832

IVV$114 − $3 = $111

KeptFee

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