FLCC vs IVV

AFLCC

BIVV

Measures won0–4IVV 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 common47.2%FLCC and IVV

FLCC

IVV

Federated Hermes MDT Large Cap Core ETF · $173MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $114 on $10k1.14%

−9.3%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLCC · IVV

7.0%NVDA6.9%

6.7%AAPL7.9%

4.0%MSFT6.3%

3.3%AMZN4.0%

Held in common47.2%

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	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk	0.40%	0.47%	+0.2%	+8.4%	+10.8%	new	new	−9.3%	$173M

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	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk	0.40%	0.47%	+0.2%	+8.4%	+10.8%	new	new	−9.3%	$173M

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

FLCC vs IVV

FLCC

Federated Hermes MDT Large Cap Core

[…]

IVV

iShares Core S&P 500

$17,177

MeasureFLCCIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.47%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.8%13.6%

4–0measures won
IVV first

47.2%

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%

$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: FLCC, IVV, VOO

Today

92.2%most shared, IVV and VOO

FLCCIVVVOO

FLCC—47.2%47.6%

IVV47.2%—92.2%

VOO47.6%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

FLCC$47 − $40 = $7

KeptFee

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