FPE vs IVV

AFPE

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FPE $11,141

Lowest cost0.03%IVV · $3 on $10k

Most income6.33%FPE · $633 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common0.0%FPE and IVV

FPE

IVV

First Trust Preferred Securities and Income ETF · $5.9BiShares Core S&P 500 ETF · $850B

+9.1%3 years · per year$12,986 · $18,084+21.8%

+2.2%5 years · per year$11,141 · $17,177+11.4%

0.83%Expense ratio$83 · $3 on $10k · lower wins0.03%

6.33%12-mo yield$633 · $114 on $10k1.14%

−4.4%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPE · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

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

FPE vs IVV

FPE

First Trust Preferred Securities and Income

$11,141

IVV

iShares Core S&P 500

$17,177

MeasureFPEIVV

Fee0.83%0.03%

Cost on $10k a year$83$3

Yield6.33%1.14%

5 years, per year+2.2%+11.4%

3 years, per year+9.1%+21.8%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y4.2%13.6%

3–3measures won
level

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: FPE, IVV

Today

0.0%most shared, FPE and IVV

FPEIVV

FPE—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

IVV$114 − $3 = $111

KeptFee

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