FMCX vs IVV

AFMCX

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common22.5%FMCX and IVV

FMCX

IVV

FM Focus Equity ETF · $115MiShares Core S&P 500 ETF · $875B

+16.9%3 years · per year$15,959 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.72%Expense ratio$72 · $3 on $10k · lower wins0.03%

0.29%12-mo yield$29 · $111 on $10k1.11%

−12.6%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.8%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFMCX · IVV

7.4%MSFT6.2%

4.6%AMZN4.0%

3.1%AVGO2.2%

2.0%NVDA7.1%

Held in common22.5%

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	BIVV	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	VOO	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	AFMCX	FM Focus Equity ETFRead Desk	0.72%	0.29%	+2.3%	+6.4%	+7.5%	+16.9%	new	−12.6%	$115M

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	BIVV	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	VOO	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	AFMCX	FM Focus Equity ETFRead Desk	0.72%	0.29%	+2.3%	+6.4%	+7.5%	+16.9%	new	−12.6%	$115M

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

FMCX vs IVV

FMCX

FM Focus Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureFMCXIVV

Fee0.72%0.03%

Cost on $10k a year$72$3

Yield0.29%1.11%

5 years, per year[…]+11.9%

3 years, per year+16.9%+22.0%

Worst drop · 1Y−12.6%−8.9%

Volatility · 1Y15.4%13.8%

5–0measures won
IVV first

22.5%

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: FMCX, IVV, VOO

Today

92.7%most shared, IVV and VOO

FMCXIVVVOO

FMCX—22.5%22.4%

IVV22.5%—92.7%

VOO22.4%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

FMCX$29 − $72 = −$43

KeptFee

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