TDVI vs IVV

ATDVI

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$21,024TDIV · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income7.58%TDVI · $758 on $10k

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

Held in common13.4%TDVI and IVV

FT Vest Technology Dividend Target Income ETF · $655MiShares Core S&P 500 ETF · $883B

+26.5%3 years · per year$20,236 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

7.58%12-mo yield$758 · $110 on $10k

Cards for this view

TDVI

FT Vest Technology Dividend Target Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureTDVIIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield7.58%1.10%

5 years, per year[…]+11.7%

3 years, per year+26.5%+21.7%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y21.1%

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1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.58%	0.0%	+19.0%	+18.7%	+26.5%	new	−16.0%	$655M

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1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.58%	0.0%	+19.0%	+18.7%	+26.5%	new	−16.0%	$655M

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