FDVV vs SPY
5Y+21.1%3 years · per year$17,767 · $18,039+21.7%
+13.2%5 years · per year$18,589 · $17,118+11.3%
0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%
2.79%12-mo yield$279 · $103 on $10k1.03%
−9.3%Worst dropSmaller wins−8.9%
11.5%VolatilityLower wins13.6%
3–3Level
$10,000 · 5 yearsAll three, one scale
Shared top holdingsFDVV · SPY
7.1%AAPL7.9%
6.1%NVDA6.9%
5.8%MSFT6.3%
2.4%AVGO2.2%
Held in common39.1%
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