FAAR vs IVV

AFAAR

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income9.49%FAAR · $949 on $10k

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

Held in common[…]FAAR and IVV

FAAR

IVV

First Trust Alternative Absolute Return Strategy ETF · $248MiShares Core S&P 500 ETF · $853B

+10.6%3 years · per year$13,531 · $18,084+21.8%

+6.8%5 years · per year$13,913 · $17,177+11.4%

0.98%Expense ratio$98 · $3 on $10k · lower wins0.03%

9.49%12-mo yield$949 · $114 on $10k1.14%

−10.6%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAAR · IVV

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

Held in common[…]

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFAAR	First Trust Alternative Absolute Return Strategy ETFRead Desk	0.98%	9.49%	+0.2%	+19.5%	+18.7%	+10.6%	+6.8%	−10.6%	$248M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFAAR	First Trust Alternative Absolute Return Strategy ETFRead Desk	0.98%	9.49%	+0.2%	+19.5%	+18.7%	+10.6%	+6.8%	−10.6%	$248M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAAR vs IVV

FAAR

First Trust Alternative Absolute Return Strategy

$13,913

IVV

iShares Core S&P 500

$17,177

MeasureFAARIVV

Fee0.98%0.03%

Cost on $10k a year$98$3

Yield9.49%1.14%

5 years, per year+6.8%+11.4%

3 years, per year+10.6%+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
IVV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FAAR, IVV, VOO

Today

92.2%most shared, IVV and VOO

FAARIVVVOO

FAAR—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

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

Income After Fees on $10,000

$851most kept, FAAR

FAAR$949 − $98 = $851

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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