FBUF vs IVV

AFBUF

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−5.6%FBUF · worst fall in 1Y

Held in common63.7%FBUF and IVV

FBUF

IVV

Fidelity Dynamic Buffered Equity ETF · $27MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.52%Expense ratio$52 · $3 on $10k · lower wins0.03%

0.58%12-mo yield$58 · $111 on $10k1.11%

−5.6%Worst dropSmaller wins−8.9%

8.8%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBUF · IVV

8.0%AAPL7.9%

7.2%NVDA7.1%

5.5%MSFT6.2%

4.1%AMZN4.0%

Held in common63.7%

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

Both

5Y2 funds

#			Trend
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%	$875.2B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.58%	+1.2%	+7.5%	+10.2%	new	new	−5.6%	$27M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.58%	+1.2%	+7.5%	+10.2%	new	new	−5.6%	$27M

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

FBUF vs IVV

FBUF

Fidelity Dynamic Buffered Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureFBUFIVV

Fee0.52%0.03%

Cost on $10k a year$52$3

Yield0.58%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y8.8%13.8%

2–2measures won
level

63.7%

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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FBUF, IVV

Today

63.7%most shared, FBUF and IVV

FBUFIVV

FBUF—63.7%

IVV63.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

FBUF$58 − $52 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee