FDVV vs SPY
5Y+21.0%3 years · per year$17,732 · $18,118+21.9%
+13.5%5 years · per year$18,825 · $17,493+11.8%
0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%
2.74%12-mo yield$274 · $101 on $10k1.01%
−9.3%Worst dropSmaller wins−8.9%
11.6%VolatilityLower wins13.7%
3–3Level
$10,000 · 5 yearsAll three, one scale
Shared top holdingsFDVV · SPY
7.1%AAPL7.9%
6.3%NVDA7.1%
5.8%MSFT6.2%
2.4%AVGO2.2%
Held in common39.3%
End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two