FDMO vs IVV

AFDMO

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · FDMO $17,409

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 common51.1%FDMO and IVV

FDMO

IVV

Fidelity Momentum Factor ETF · $818MiShares Core S&P 500 ETF · $853B

+24.1%3 years · per year$19,117 · $18,159+22.0%

+11.7%5 years · per year$17,409 · $17,545+11.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.67%12-mo yield$67 · $111 on $10k1.11%

−14.2%Worst dropSmaller wins−8.9%

20.9%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDMO · IVV

9.1%AAPL7.9%

8.0%NVDA7.1%

4.1%AMZN4.0%

5.0%GOOGL2.6%

Held in common51.1%

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

Both

5Y2 funds

#			Trend
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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.67%	+3.0%	+5.4%	+7.1%	+24.1%	+11.7%	−14.2%	$818M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.67%	+3.0%	+5.4%	+7.1%	+24.1%	+11.7%	−14.2%	$818M

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

FDMO vs IVV

FDMO

Fidelity Momentum Factor

$17,409

IVV

iShares Core S&P 500

$17,545

MeasureFDMOIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.67%1.11%

5 years, per year+11.7%+11.9%

3 years, per year+24.1%+22.0%

Worst drop · 1Y−14.2%−8.9%

Volatility · 1Y20.9%13.8%

5–1measures won
IVV first

51.1%

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: FDMO, IVV

Today

51.1%most shared, FDMO and IVV

FDMOIVV

FDMO—51.1%

IVV51.1%—

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

FDMO$67 − $15 = $52

KeptFee

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