Income582 funds · $1.01T
Top YTD · 20 of 89YTD
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IDVYSCHDVOO
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SCHD vs IDVY

YTD
SCHDSchwabIDVYFirst Trust
Year to date
Level
Past year
Level
Fee
SCHD winslower fee
Yield
SCHD wins+1.6 pts
AUM
SCHD97474.0× more
2–0SCHD wins
SCHD and IDVY · year-to-date · as of Nov 4, 2026 · AUM not scored
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IDVY vs S&P 500

YTD$24.98 · −0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−10%0%+10%−0.3%S&P 500 +9.9%Feb 11, 2026Nov 3, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%−4.0%−7.3%————−0.3%
Peer average−0.2%+0.1%−1.6%+9.4%+12.1%+61.7%+48.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
First Trust IDVY and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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IDVY’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−1.0%+32.8%+37.6%$121B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.3%+14.0%+15.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.3%+15.8%+19.0%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%−0.6%+18.0%+21.0%$45.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+0.4%+13.0%+16.1%$38.8B
6IDVYFirst Trust International Rising Dividend Achievers ETFThis fund0.60%1.4%−0.1%newnew$1.2M
#236 cheapest of 402 · sorted by assetsOpen the Income table →
IDVY and its peer group · total return · as of Nov 4, 2026
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Cards for This View

IDVY’s Top 10 Holdings

Today
12.2%of IDVY sits in these 10
18725.TMS&AD Insurance Group1.34%
28316.TSumitomo Mitsui Financial Group1.30%
33099.TIsetan Mitsukoshi1.29%
4DSY.PADassault Systemes SE1.25%
58306.TMitsubishi UFJ Financial Group, (MUFG)1.22%
6SAP.DESAP SE1.22%
78750.TDaiichi Life Group1.19%
8STAN.LStandard Chartered1.15%
9ASML.AAsml1.15%
10MUV2.DMuenchener Rueckversicherungs-Gesellschaft AG1.13%
First Trust IDVY · weight in the fund · as of Nov 3, 2026
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IDVY’s Holdings

Today
Financial ServicesIndustrialsConsumer CyclicalTechnology
First Trust IDVY · 157 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
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SCHD vs IDVY

YTD
SCHDSchwabIDVYFirst Trust
Year to date
Level
Past year
Level
Fee
SCHD winslower fee
Yield
SCHD wins+1.6 pts
AUM
SCHD97474.0× more
2–0SCHD wins
SCHD and IDVY · year-to-date · as of Nov 4, 2026 · AUM not scored
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IDVY vs Peer Average

YTD
IDVYAvsBPeer average
1D−0.1%−0.2%
1M−4.0%+0.1%
3M−7.3%−1.6%
YTD[…]+9.4%
1Y[…]+12.1%
3Y[…]+61.7%
5Y[…]+48.9%
1–2Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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