VOO vs SDVD

AVOO

BSDVD

Measures won3–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income9.15%SDVD · $915 on $10k

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

Held in common1.6%VOO and SDVD

VOO

SDVD

Vanguard S&P 500 ETF · $1.00TFT Vest SMID Rising Dividend Achievers Target Income ETF · $919M

+22.1%3 years · per year$18,224 · $16,418+18.0%

+11.4%5 years · per year$17,156 · […][…]

0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%

1.10%12-mo yield$110 · $915 on $10k9.15%

−8.9%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins14.4%

3–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · SDVD

0.1%HPE0.2%

0.1%FIX0.4%

0.1%FITB0.5%

0.1%NTAP0.8%

Held in common1.6%

End-of-day Nov 5, 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$919M

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	9.15%	−2.7%	+11.9%	+15.7%	+18.0%	new	−8.9%	$919M

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

Cards for this view

VOO vs SDVD

VOO

Vanguard S&P 500

$17,156

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

MeasureVOOSDVD

Fee0.03%0.85%

Cost on $10k a year$3$85

Yield1.10%9.15%

5 years, per year+11.4%[…]

3 years, per year+22.1%+18.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.5%14.4%

3–1measures won
VOO first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VOO, SDVD, IVV

Today

93.5%most shared, VOO and IVV

VOOSDVDIVV

VOO—1.6%93.5%

SDVD1.6%—1.7%

IVV93.5%1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, SDVD

SDVD$915 − $85 = $830

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee