FCVT vs IVV

AFCVT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.1%FCVT and IVV

FCVT

IVV

First Trust SSI Strategic Convertible Securities ETF · $75MiShares Core S&P 500 ETF · $853B

+15.4%3 years · per year$15,387 · $18,159+22.0%

+2.2%5 years · per year$11,162 · $17,545+11.9%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $111 on $10k1.11%

−22.3%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFCVT · IVV

0.4%LITE0.1%

Held in common0.1%

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 Four

5Y4 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M

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

All Four

5Y4 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M

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

FCVT vs IVV

FCVT

First Trust SSI Strategic Convertible Securities

$11,162

IVV

iShares Core S&P 500

$17,545

MeasureFCVTIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.25%1.11%

5 years, per year+2.2%+11.9%

3 years, per year+15.4%+22.0%

Worst drop · 1Y−22.3%−8.9%

Volatility · 1Y21.2%13.8%

5–1measures won
IVV first

0.1%

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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: FCVT, IVV, SGOV, VOO

Today

92.7%most shared, IVV and VOO

FCVTIVVSGOVVOO

FCVT—0.1%[…]0.1%

IVV0.1%—[…]92.7%

SGOV[…][…]—[…]

VOO0.1%92.7%[…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FCVT$125 − $95 = $30

KeptFee

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