FHLC vs IVV

AFHLC

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.15%FHLC · $115 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common10.2%FHLC and IVV

FHLC

IVV

Fidelity MSCI Health Care Index ETF · $4.0BiShares Core S&P 500 ETF · $853B

+16.4%3 years · per year$15,782 · $18,084+21.8%

+7.3%5 years · per year$14,220 · $17,177+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.15%12-mo yield$115 · $114 on $10k1.14%

−10.4%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFHLC · IVV

14.1%LLY1.7%

8.5%JNJ1.0%

6.6%ABBV0.8%

4.7%MRK0.6%

Held in common10.2%

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	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk	0.08%	1.15%	0.0%	+19.9%	+27.6%	+16.4%	+7.3%	−10.4%	$4.0B

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	AFHLC	Fidelity MSCI Health Care Index ETFRead Desk	0.08%	1.15%	0.0%	+19.9%	+27.6%	+16.4%	+7.3%	−10.4%	$4.0B

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

FHLC vs IVV

FHLC

Fidelity MSCI Health Care Index

$14,220

IVV

iShares Core S&P 500

$17,177

MeasureFHLCIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.15%1.14%

5 years, per year+7.3%+11.4%

3 years, per year+16.4%+21.8%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.3%13.6%

5–1measures won
IVV first

10.2%

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: FHLC, IVV, VOO

Today

92.2%most shared, IVV and VOO

FHLCIVVVOO

FHLC—10.2%9.0%

IVV10.2%—92.2%

VOO9.0%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

FHLC$115 − $8 = $107

VOO$110 − $3 = $107

KeptFee

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