FBCV vs IVV

AFBCV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FBCV $16,861

Lowest cost0.03%IVV · $3 on $10k

Most income2.30%FBCV · $230 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common26.8%FBCV and IVV

FBCV

IVV

Fidelity Blue Chip Value ETF · $199MiShares Core S&P 500 ETF · $850B

+20.0%3 years · per year$17,294 · $18,084+21.8%

+11.0%5 years · per year$16,861 · $17,177+11.4%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

2.30%12-mo yield$230 · $114 on $10k1.14%

−7.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · IVV

6.0%MSFT6.3%

4.2%AAPL7.9%

6.6%AMZN4.0%

1.9%META2.1%

Held in common26.8%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M

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

FBCV vs IVV

FBCV

Fidelity Blue Chip Value

$16,861

IVV

iShares Core S&P 500

$17,177

MeasureFBCVIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield2.30%1.14%

5 years, per year+11.0%+11.4%

3 years, per year+20.0%+21.8%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.1%13.6%

3–3measures won
level

26.8%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

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

Overlap: FBCV, IVV

Today

26.8%most shared, FBCV and IVV

FBCVIVV

FBCV—26.8%

IVV26.8%—

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

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

IVV$114 − $3 = $111

KeptFee

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