FCAL vs IVV

AFCAL

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FCAL $10,271

Lowest cost0.03%IVV · $3 on $10k

Most income3.53%FCAL · $353 on $10k

Smallest drop−6.9%FCAL · worst fall in 1Y

Held in common[…]FCAL and IVV

FCAL

IVV

First Trust California Municipal High Income ETF · $213MiShares Core S&P 500 ETF · $853B

+4.4%3 years · per year$11,366 · $18,084+21.8%

+0.5%5 years · per year$10,271 · $17,177+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

3.53%12-mo yield$353 · $114 on $10k1.14%

−6.9%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFCAL · 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

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%	$852.9B
2	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.53%	+0.2%	+0.6%	+1.3%	+4.4%	+0.5%	−6.9%	$213M

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%	$852.9B
2	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.53%	+0.2%	+0.6%	+1.3%	+4.4%	+0.5%	−6.9%	$213M

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

FCAL vs IVV

FCAL

First Trust California Municipal High Income

$10,271

IVV

iShares Core S&P 500

$17,177

MeasureFCALIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield3.53%1.14%

5 years, per year+0.5%+11.4%

3 years, per year+4.4%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y3.7%13.6%

3–3measures won
level

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$853B

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: FCAL, IVV

Today

[…]holdings […]

FCALIVV

FCAL—[…]

IVV[…]—

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

Income After Fees on $10,000

$304most kept, FCAL

FCAL$353 − $49 = $304

IVV$114 − $3 = $111

KeptFee

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