UDIV vs VOO

AUDIV

BVOO

Measures won4–2UDIV wins · of 6 · 5Y

$10,000 · 5Y$19,424UDIV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.41%UDIV · $141 on $10k

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

Held in common73.7%UDIV and VOO

UDIV

VOO

Franklin U.S. Core Dividend Tilt Index ETF · $157MVanguard S&P 500 ETF · $1.00T

+26.8%3 years · per year$20,378 · $19,172+24.2%

+14.2%5 years · per year$19,424 · $18,115+12.6%

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

1.41%12-mo yield$141 · $105 on $10k1.05%

−8.4%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.8%

4–2UDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · VOO

7.3%AAPL7.4%

7.1%NVDA8.4%

6.1%MSFT5.8%

3.8%AMZN3.7%

Held in common73.7%

End-of-day Nov 4, 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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$157M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$157M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDIV vs VOO

UDIV

Franklin U.S. Core Dividend Tilt Index

$19,424

VOO

Vanguard S&P 500

$18,115

MeasureUDIVVOO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.41%1.05%

5 years, per year+14.2%+12.6%

3 years, per year+26.8%+24.2%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.1%12.8%

4–2measures won
UDIV first

73.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: UDIV, VOO

Today

73.7%most shared, UDIV and VOO

UDIVVOO

UDIV—73.7%

VOO73.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, UDIV

UDIV$141 − $6 = $135

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee