UDI vs SPYM5YUDIUDIAvsBSPYMSPYMUSCF Dividend Income ETF · $3MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+20.5%3 years · per year$17,495 · $18,024+21.7%[…]5 years · per year[…] · $17,408+11.7%Cost and income0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%2.57%12-mo yield$257 · $102 on $10k
Overlap: UDI, SPYM, IVVToday99.9%most shared, SPYM and IVVUDISPYMIVVUDI—6.8%6.8%SPYM6.8%—99.9%IVV6.8%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
UDI vs SPYM5YAUDIUSCF Dividend Income[…]vsSPYMBSPDR Portfolio S&P 500$17,408MeasureUDISPYMFee0.65%0.02%Cost on $10k a year$65$2Yield2.57%1.02%5 years, per year[…]+11.7%3 years, per year+20.5%+21.7%Worst drop · 1Y−6.5%−8.9%Volatility · 1Y10.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%−0.2%+19.1%+23.3%+20.5%new−6.5%$3MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%−0.2%+19.1%+23.3%+20.5%new−6.5%$3MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
VOO vs IVVYTDVanguardVOOVA+11.9%vsBiSIVViShares+12.0%Jan 1Nov 12+11.9%+12.0%+11.9%Year to date+12.0%1.1%Yield1.1%$1.00TAssets$879B1–0IVV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: UDI, SPYM, IVVToday99.9%most shared, SPYM and IVVUDISPYMIVVUDI—6.8%6.8%SPYM6.8%—99.9%IVV6.8%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$192most kept, UDIUDI$257 − $65 = $192IVV$110 − $3 = $107SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee