FDRR vs VOO

AFDRR

BVOO

Measures won5–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,473FDRR · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.10%FDRR · $210 on $10k

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

Held in common47.7%FDRR and VOO

FDRR

VOO

Fidelity Dividend ETF for Rising Rates · $762MVanguard S&P 500 ETF · $1.00T

+22.3%3 years · per year$18,309 · $18,079+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 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.5%

5–1FDRR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRR · VOO

7.5%NVDA8.4%

8.7%AAPL7.4%

7.1%MSFT5.8%

4.4%GOOGL3.1%

Held in common47.7%

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

All Three

5Y3 funds

#
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	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

All Three

5Y3 funds

#
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	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 VOO

FDRR

Fidelity Dividend ETF for Rising Rates

$17,473

VOO

Vanguard S&P 500

$17,177

MeasureFDRRVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.10%1.10%

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%13.5%

5–1measures won
FDRR first

47.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDRR, VOO, IVV

Today

92.2%most shared, VOO and IVV

FDRRVOOIVV

FDRR—47.7%49.1%

VOO47.7%—92.2%

IVV49.1%92.2%—

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

VOO$110 − $3 = $107

KeptFee

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