Compare · 2 funds side by side · dividends reinvested

FHLC and IVV

FHLCFidelity×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

FHLC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Fidelity MSCI Health Care Index ETFSectors · Health care0.08%1.15%+19.9%+27.6%+16.4%+7.3%−10.4%16.3%$4.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FHLC 2013 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Health Care Index ETF · $4.0B$14,220

FHLC

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

FHLCMeasureIVV

+19.9%Year to dateJan 1 → Nov 6+8.7%

+27.6%1 yearTotal return+9.8%

+16.4%3 years · per year$10,000 became $15,782 · $18,084+21.8%

+7.3%5 years · per year$10,000 became $14,220 · $17,177+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $114 a year on $10k1.14%

−10.4%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FHLC vs IVV: Top 5 Holdings

Today

FHLC

38.5%in top 5

IVV

in top 527.8%

FHLCStockIVV

14.1%LLYnot top 5

8.5%JNJnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.6%ABBVnot top 5

not top 5MSFT6.3%

4.7%MRKnot top 5

4.6%UNHnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.2%

End-of-day Nov 6, 2026 · share of each fund

FHLC vs IVV Returns, Every Period

FidelityFHLC

+7.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

FHLCIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: FHLC vs IVV

YTD

FidelityFHLC

+19.9%

IVViShares

+8.7%

+19.9%Year to date+8.7%

−10.4%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.6%

1.2%Yield1.1%

$4.0BAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHLC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FHLC0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FHLC, IVV

1.15%highest, FHLC

FundTrailing yieldYield$10k

FHLC1.15%$115

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FHLC$115 − $8 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FHLC, IVV

Today

10.2%most shared, FHLC and IVV

FHLCIVV

FHLC—10.2%

IVV10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.6%FHLC, at 16.3% volatility

IVVWorst drop−8.9%13.6% vol

FHLCWorst drop−10.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FHLCIVV

+19.9%Year to date+8.7%

1.2%Yield1.1%

+27.6%Past year+9.8%

0.08%Fee0.03%

3–1FHLC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026