FDG vs SPYM

AFDG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common29.7%FDG and SPYM

FDG

SPYM

American Century Focused Dynamic Growth ETF · $392MState Street SPDR Portfolio S&P 500 ETF · $182B

+24.9%3 years · per year$19,468 · $18,082+21.8%

+6.3%5 years · per year$13,549 · $17,192+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $105 on $10k1.05%

−17.2%Worst dropSmaller wins−8.9%

23.0%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDG · SPYM

19.0%NVDA6.9%

6.0%MSFT6.3%

6.5%AMZN4.0%

14.8%GOOG2.1%

Held in common29.7%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	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
3	AFDG	American Century Focused Dynamic Growth ETFRead Desk	0.45%	0.00%	+2.1%	−6.2%	−6.3%	+24.9%	+6.3%	−17.2%	$392M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	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
3	AFDG	American Century Focused Dynamic Growth ETFRead Desk	0.45%	0.00%	+2.1%	−6.2%	−6.3%	+24.9%	+6.3%	−17.2%	$392M

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

FDG vs SPYM

FDG

American Century Focused Dynamic Growth

$13,549

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFDGSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield0.00%1.05%

5 years, per year+6.3%+11.4%

3 years, per year+24.9%+21.8%

Worst drop · 1Y−17.2%−8.9%

Volatility · 1Y23.0%13.6%

5–1measures won
SPYM first

29.7%

holdings shared

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: FDG, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDGSPYMIVV

FDG—29.7%29.7%

SPYM29.7%—99.9%

IVV29.7%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FDG$0 − $45 = −$45

KeptFee

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