FBCV vs IVV

AFBCV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.26%FBCV · $226 on $10k

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

Held in common26.7%FBCV and IVV

FBCV

IVV

Fidelity Blue Chip Value ETF · $199MiShares Core S&P 500 ETF · $853B

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

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

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

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

−7.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBCV · IVV

6.0%MSFT6.2%

4.2%AAPL7.9%

6.6%AMZN4.0%

1.9%META2.1%

Held in common26.7%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M

End-of-day Nov 9, 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

$17,083

IVV

iShares Core S&P 500

$17,545

MeasureFBCVIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield2.26%1.11%

5 years, per year+11.3%+11.9%

3 years, per year+20.1%+22.0%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.1%13.8%

3–3measures won
level

26.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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