FITZ vs IVV

AFITZ

BIVV

Measures won0–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common33.1%FITZ and IVV

FITZ

IVV

Fitz-Gerald Must Have Portfolio ETF · $107MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.22%12-mo yield$22 · $109 on $10k1.09%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.9%

0–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITZ · IVV

4.5%AAPL7.4%

4.4%NVDA7.7%

4.2%MSFT5.9%

3.0%AVGO2.4%

Held in common33.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AFITZ	Fitz-Gerald Must Have Portfolio ETFRead Desk		0.75%	0.22%	−0.1%	new	new	new	new	[…]	$107M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AFITZ	Fitz-Gerald Must Have Portfolio ETFRead Desk		0.75%	0.22%	−0.1%	new	new	new	new	[…]	$107M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FITZ vs IVV

FITZ

Fitz-Gerald Must Have Portfolio

[…]

IVV

iShares Core S&P 500

$18,118

MeasureFITZIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.22%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.9%

2–0measures won
IVV first

33.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FITZ, IVV

Today

33.1%most shared, FITZ and IVV

FITZIVV

FITZ—33.1%

IVV33.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FITZ$22 − $75 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee