XBCI vs TDIV · Compare Desk

ATDIV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,639TDIV · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%TDIV · $139 on $10k

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

Held in common13.3%TDIV and VOO

TDIV vs VOO

TDIV

VOO

First Trust NASDAQ Technology Dividend Index Fund · $4.3BVanguard S&P 500 ETF · $1.00T

+30.3%3 years · per year$22,101 · $19,094+24.1%

+16.7%5 years · per year$21,639 · $17,749+12.2%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $107 on $10k1.07%

−16.3%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · VOO

8.3%MSFT5.8%

7.1%AVGO2.5%

1.9%CSCO0.6%

9.3%TXN0.4%

Held in common13.3%

End-of-day Nov 3, 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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

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

Both

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

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

Cards for this view

TDIV vs VOO

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

VOO

Vanguard S&P 500

$17,749

MeasureTDIVVOO

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.39%1.07%

5 years, per year+16.7%+12.2%

3 years, per year+30.3%+24.1%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y20.8%12.7%

3–3measures won
level

13.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: TDIV, VOO

Today

13.3%most shared, TDIV and VOO

TDIVVOO

TDIV—13.3%

VOO13.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee