TDVG vs SPYM

ATDVG

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−7.2%TDVG · worst fall in 1Y

Held in common39.3%TDVG and SPYM

TDVG

SPYM

T. Rowe Price Dividend Growth ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $179B

+17.7%3 years · per year$16,287 · $18,161+22.0%

+9.8%5 years · per year$15,956 · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

0.96%12-mo yield$96 · $103 on $10k1.03%

−7.2%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDVG · SPYM

6.3%AAPL7.9%

5.6%MSFT6.2%

3.0%AVGO2.2%

2.0%LLY1.7%

Held in common39.3%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.96%	+2.3%	+14.4%	+17.7%	+17.7%	+9.8%	−7.2%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk	0.50%	0.96%	+2.3%	+14.4%	+17.7%	+17.7%	+9.8%	−7.2%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDVG vs SPYM

TDVG

T. Rowe Price Dividend Growth

$15,956

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureTDVGSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.96%1.03%

5 years, per year+9.8%+11.9%

3 years, per year+17.7%+22.0%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y10.6%13.7%

3–2measures won
SPYM first

39.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TDVG, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

TDVGSPYMIVV

TDVG—39.3%39.3%

SPYM39.3%—99.9%

IVV39.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

TDVG$96 − $50 = $46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee