Compare · 3 funds side by side · dividends reinvested

FBCV, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

FBCV, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.26%+25.8%+32.9%+20.1%+11.3%−7.1%11.1%$199M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FBCV 2020 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Value ETF · $199M$17,083

FBCV

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

FBCVMeasureIVV

+25.8%Year to dateJan 1 → Nov 9+11.3%

+32.9%1 yearTotal return+13.6%

+20.1%3 years · per year$10,000 became $17,316 · $18,159+22.0%

+11.3%5 years · per year$10,000 became $17,083 · $17,545+11.9%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

2.26%Trailing 12-mo yield$226 · $111 a year on $10k1.11%

−7.1%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.8%

FBCVIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3FBCV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBCV vs IVV: Top 5 Holdings

Today

FBCV

23.0%in top 5

IVV

in top 527.8%

FBCVStockIVV

4.2%AAPL7.9%

not top 5NVDA7.1%

6.6%AMZN4.0%

6.0%MSFT6.2%

3.7%XOMnot top 5

not top 5GOOGL2.6%

2.5%MRKnot top 5

Held in common26.7%

End-of-day Nov 9, 2026 · share of each fund

FBCV vs IVV Returns, Every Period

FidelityFBCV

+11.3%

5 years, per year

IVViShares

+11.9%

5 years, per year

FBCVIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FBCV vs IVV

YTD

FidelityFBCV

+25.8%

IVViShares

+11.3%

+25.8%Year to date+11.3%

−7.1%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.8%

2.3%Yield1.1%

$199MAssets$853B

4–0FBCV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCV, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FBCV0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FBCV, IVV, SPY

2.26%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.26%$226

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$169most kept, FBCV

FBCV$226 − $57 = $169

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FBCV, IVV, SPY

Today

99.9%most shared, IVV and SPY

FBCVIVVSPY

FBCV—26.7%26.7%

IVV26.7%—99.9%

SPY26.7%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.9%FBCV, at 11.1% volatility

FBCVWorst drop−7.1%11.1% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVIVV

+25.8%Year to date+11.3%

2.3%Yield1.1%

+32.9%Past year+13.6%

0.57%Fee0.03%

3–1FBCV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026