FDIS vs IVV

AFDIS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FDIS $12,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common9.3%FDIS and IVV

FDIS

IVV

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BiShares Core S&P 500 ETF · $887B

+16.3%3 years · per year$15,748 · $18,221+22.1%

+3.9%5 years · per year$12,115 · $17,151+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

0.76%12-mo yield$76 · $114 on $10k1.14%

−15.5%Worst dropSmaller wins−8.9%

19.7%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · IVV

22.0%AMZN3.9%

15.5%TSLA1.6%

5.1%HD0.5%

2.9%MCD0.3%

Held in common9.3%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

Cards for this view

FDIS vs IVV

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

IVV

iShares Core S&P 500

$17,152

MeasureFDISIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield0.76%1.14%

5 years, per year+3.9%+11.4%

3 years, per year+16.3%+22.1%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y19.7%13.6%

6–0measures won
IVV first

9.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FDIS, IVV

Today

9.3%most shared, FDIS and IVV

FDISIVV

FDIS—9.3%

IVV9.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee