FFSM vs IVV

AFFSM

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

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 common0.9%FFSM and IVV

FFSM

IVV

Fidelity Fundamental Small-Mid Cap ETF · $1.5BiShares Core S&P 500 ETF · $853B

+19.9%3 years · per year$17,236 · $18,084+21.8%

+7.7%5 years · per year$14,489 · $17,177+11.4%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

0.49%12-mo yield$49 · $114 on $10k1.14%

−13.0%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFSM · IVV

0.5%WDC0.2%

0.4%KDP0.1%

0.9%VTR0.1%

0.4%STT0.1%

Held in common0.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk	0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk	0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

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

FFSM vs IVV

FFSM

Fidelity Fundamental Small-Mid Cap

$14,489

IVV

iShares Core S&P 500

$17,177

MeasureFFSMIVV

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.49%1.14%

5 years, per year+7.7%+11.4%

3 years, per year+19.9%+21.8%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y19.2%13.6%

6–0measures won
IVV first

0.9%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FFSM, IVV, VOO

Today

92.2%most shared, IVV and VOO

FFSMIVVVOO

FFSM—0.9%0.9%

IVV0.9%—92.2%

VOO0.9%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FFSM$49 − $43 = $6

KeptFee

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