SDVY vs VOO

ASDVY

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SDVY $15,495

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.6%SDVY and VOO

SDVY

VOO

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4BVanguard S&P 500 ETF · $1.00T

+17.4%3 years · per year$16,189 · $18,079+21.8%

+9.2%5 years · per year$15,495 · $17,177+11.4%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $110 on $10k1.10%

−9.5%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · VOO

0.2%HPE0.1%

0.3%FIX0.1%

0.5%FITB0.1%

0.7%NTAP0.1%

Held in common1.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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

SDVY vs VOO

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,495

VOO

Vanguard S&P 500

$17,177

MeasureSDVYVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.00%1.10%

5 years, per year+9.2%+11.4%

3 years, per year+17.4%+21.8%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y14.5%13.5%

6–0measures won
VOO first

1.6%

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: SDVY, VOO

Today

1.6%most shared, SDVY and VOO

SDVYVOO

SDVY—1.6%

VOO1.6%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SDVY$100 − $58 = $42

KeptFee

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