FDFF vs IVV

AFDFF

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$19,862PAVE · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common3.1%FDFF and IVV

FDFF

IVV

Fidelity Disruptive Finance ETF · $44MiShares Core S&P 500 ETF · $853B

+15.9%3 years · per year$15,555 · $18,159+22.0%

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

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $111 on $10k1.11%

−18.1%Worst dropSmaller wins−8.9%

19.8%VolatilityLower wins13.8%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · IVV

5.1%V1.1%

5.0%MA0.8%

10.2%BLK0.3%

5.3%COF0.2%

Held in common3.1%

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 Three

5Y3 funds

#
1	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

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

FDFF vs IVV

FDFF

Fidelity Disruptive Finance

[…]

IVV

iShares Core S&P 500

$17,545

MeasureFDFFIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.94%1.11%

5 years, per year[…]+11.9%

3 years, per year+15.9%+22.0%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y19.8%13.8%

5–0measures won
IVV first

3.1%

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

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: FDFF, IVV, PAVE

Today

3.1%most shared, FDFF and IVV

FDFFIVVPAVE

FDFF—3.1%0.0%

IVV3.1%—2.6%

PAVE0.0%2.6%—

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

FDFF$94 − $50 = $44

PAVE$81 − $47 = $34

KeptFee

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