FDTX vs IVV

AFDTX

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

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 common25.2%FDTX and IVV

FDTX

IVV

Fidelity Disruptive Technology ETF · $286MiShares Core S&P 500 ETF · $850B

+25.2%3 years · per year$19,624 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

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

−26.3%Worst dropSmaller wins−8.9%

34.5%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTX · IVV

5.0%MSFT6.2%

4.7%NVDA7.3%

4.3%AMZN3.9%

4.1%META2.1%

Held in common25.2%

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%	$850.0B
2	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	−9.2%	+10.2%	+7.4%	+25.2%	new	−26.3%	$286M

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%	$850.0B
2	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	−9.2%	+10.2%	+7.4%	+25.2%	new	−26.3%	$286M

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

FDTX vs IVV

FDTX

Fidelity Disruptive Technology

[…]

IVV

iShares Core S&P 500

$17,151

MeasureFDTXIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.00%1.14%

5 years, per year[…]+11.4%

3 years, per year+25.2%+22.1%

Worst drop · 1Y−26.3%−8.9%

Volatility · 1Y34.5%13.6%

4–1measures won
IVV first

25.2%

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FDTX, IVV

Today

25.2%most shared, FDTX and IVV

FDTXIVV

FDTX—25.2%

IVV25.2%—

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

FDTX$0 − $50 = −$50

KeptFee

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