DFII vs IVV

ADFII

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income20.15%DFII · $2,015 on $10k

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

Held in common[…]DFII and IVV

DFII

IVV

FT Vest Bitcoin Strategy & Target Income ETF · $20MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

20.15%12-mo yield$2,015 · $114 on $10k1.14%

−42.6%Worst dropSmaller wins−8.9%

42.1%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M

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

DFII vs IVV

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureDFIIIVV

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield20.15%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−42.6%−8.9%

Volatility · 1Y42.1%13.6%

3–1measures won
IVV first

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: DFII, IVV, QQQ

Today

52.8%most shared, IVV and QQQ

DFIIIVVQQQ

DFII—[…][…]

IVV[…]—52.8%

QQQ[…]52.8%—

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

Income After Fees on $10,000

$1,930most kept, DFII

DFII$2,015 − $85 = $1,930

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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