FITE vs IVV

AFITE

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$19,149FITE · VOO $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 common4.4%FITE and IVV

FITE

IVV

State Street SPDR S&P Kensho Future Security ETF · $150MiShares Core S&P 500 ETF · $850B

+30.8%3 years · per year$22,367 · $18,084+21.8%

+13.9%5 years · per year$19,149 · $17,177+11.4%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $114 on $10k1.14%

−16.3%Worst dropSmaller wins−8.9%

29.6%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFITE · IVV

1.1%AVGO2.2%

1.2%CSCO0.6%

1.6%RTX0.4%

1.7%PANW0.4%

Held in common4.4%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$150M
2	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
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$150M
2	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
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

FITE vs IVV

FITE

SPDR S&P Kensho Future Security

$19,149

IVV

iShares Core S&P 500

$17,177

MeasureFITEIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.12%1.14%

5 years, per year+13.9%+11.4%

3 years, per year+30.8%+21.8%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y29.6%13.6%

4–2measures won
IVV first

4.4%

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: FITE, IVV, VOO

Today

92.2%most shared, IVV and VOO

FITEIVVVOO

FITE—4.4%4.6%

IVV4.4%—92.2%

VOO4.6%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

FITE$12 − $45 = −$33

KeptFee

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