FDM vs IVV

AFDM

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.52%FDM · $152 on $10k

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

Held in common0.0%FDM and IVV

FDM

IVV

First Trust Dow Jones Select MicroCap Index Fund · $268MiShares Core S&P 500 ETF · $887B

+21.7%3 years · per year$18,010 · $18,221+22.1%

+9.5%5 years · per year$15,739 · $17,151+11.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

1.52%12-mo yield$152 · $114 on $10k1.14%

−9.3%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M

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

FDM vs IVV

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

IVV

iShares Core S&P 500

$17,152

MeasureFDMIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.52%1.14%

5 years, per year+9.5%+11.4%

3 years, per year+21.7%+22.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y17.3%13.6%

5–1measures won
IVV first

0.0%

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: FDM, IVV, SPY

Today

99.9%most shared, IVV and SPY

FDMIVVSPY

FDM—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

SPY$103 − $9 = $94

FDM$152 − $65 = $87

KeptFee

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