FDN vs IVV

AFDN

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FDN $10,702

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 common13.8%FDN and IVV

FDN

IVV

First Trust Dow Jones Internet Index Fund · $4.8BiShares Core S&P 500 ETF · $887B

+19.4%3 years · per year$17,035 · $18,221+22.1%

+1.4%5 years · per year$10,702 · $17,151+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

−18.5%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · IVV

11.1%AMZN3.9%

5.1%GOOGL2.6%

10.1%META2.1%

4.1%GOOG2.1%

Held in common13.8%

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	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

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	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

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

FDN vs IVV

FDN

First Trust Dow Jones Internet Index Fund

$10,702

IVV

iShares Core S&P 500

$17,152

MeasureFDNIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.00%1.14%

5 years, per year+1.4%+11.4%

3 years, per year+19.4%+22.1%

Worst drop · 1Y−18.5%−8.9%

Volatility · 1Y21.8%13.6%

6–0measures won
IVV first

13.8%

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: FDN, IVV

Today

13.8%most shared, FDN and IVV

FDNIVV

FDN—13.8%

IVV13.8%—

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

FDN$0 − $49 = −$49

KeptFee

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