UDIV vs IVV

AUDIV

BIVV

Measures won4–2UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.48%UDIV · $148 on $10k

Smallest drop−8.4%UDIV · worst fall in 1Y

Held in common74.9%UDIV and IVV

UDIV

IVV

Franklin U.S. Core Dividend Tilt Index ETF · $153MiShares Core S&P 500 ETF · $850B

+24.2%3 years · per year$19,159 · $18,084+21.8%

+13.1%5 years · per year$18,543 · $17,177+11.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $114 on $10k1.14%

−8.4%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

4–2UDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · IVV

7.8%AAPL7.9%

6.4%NVDA6.9%

6.5%MSFT6.3%

4.0%AMZN4.0%

Held in common74.9%

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

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$153M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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

UDIV vs IVV

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

IVV

iShares Core S&P 500

$17,177

MeasureUDIVIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.48%1.14%

5 years, per year+13.1%+11.4%

3 years, per year+24.2%+21.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.7%13.6%

4–2measures won
UDIV first

74.9%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: UDIV, IVV, VOO

Today

92.2%most shared, IVV and VOO

UDIVIVVVOO

UDIV—74.9%71.9%

IVV74.9%—92.2%

VOO71.9%92.2%—

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

Income After Fees on $10,000

$142most kept, UDIV

UDIV$148 − $6 = $142

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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