FIDU vs VOO

AFIDU

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common7.6%FIDU and VOO

FIDU

VOO

Fidelity MSCI Industrials Index ETF · $2.3BVanguard S&P 500 ETF · $1.00T

+20.3%3 years · per year$17,420 · $18,159+22.0%

+11.4%5 years · per year$17,157 · $17,543+11.9%

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

0.92%12-mo yield$92 · $107 on $10k1.07%

−13.6%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins13.7%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIDU · VOO

4.0%CAT0.6%

5.3%GE0.5%

3.3%GEV0.4%

4.0%RTX0.4%

Held in common7.6%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.92%	+4.1%	+9.6%	+11.3%	+20.3%	+11.4%	−13.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.92%	+4.1%	+9.6%	+11.3%	+20.3%	+11.4%	−13.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIDU vs VOO

FIDU

Fidelity MSCI Industrials Index

$17,157

VOO

Vanguard S&P 500

$17,543

MeasureFIDUVOO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield0.92%1.07%

5 years, per year+11.4%+11.9%

3 years, per year+20.3%+22.0%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y19.2%13.7%

6–0measures won
VOO first

7.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FIDU, VOO, IVV

Today

92.7%most shared, VOO and IVV

FIDUVOOIVV

FIDU—7.6%7.7%

VOO7.6%—92.7%

IVV7.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FIDU$92 − $8 = $84

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee