FDRR vs IVV

AFDRR

BIVV

Measures won5–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,473FDRR · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.10%FDRR · $210 on $10k

Smallest drop−8.5%FDRR · worst fall in 1Y

Held in common49.1%FDRR and IVV

FDRR

IVV

Fidelity Dividend ETF for Rising Rates · $762MiShares Core S&P 500 ETF · $853B

+22.3%3 years · per year$18,309 · $18,084+21.8%

+11.8%5 years · per year$17,473 · $17,177+11.4%

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

2.10%12-mo yield$210 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

5–1FDRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · IVV

8.7%AAPL7.9%

7.5%NVDA6.9%

7.1%MSFT6.3%

4.4%GOOGL2.6%

Held in common49.1%

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

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	BIVV	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

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

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	BIVV	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

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

FDRR vs IVV

FDRR

Fidelity Dividend ETF for Rising Rates

$17,473

IVV

iShares Core S&P 500

$17,177

MeasureFDRRIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.10%1.14%

5 years, per year+11.8%+11.4%

3 years, per year+22.3%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.1%13.6%

5–1measures won
FDRR first

49.1%

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: FDRR, IVV

Today

49.1%most shared, FDRR and IVV

FDRRIVV

FDRR—49.1%

IVV49.1%—

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

Income After Fees on $10,000

$195most kept, FDRR

FDRR$210 − $15 = $195

IVV$114 − $3 = $111

KeptFee

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