FPX vs IVV

AFPX

BIVV

Measures won1–5IVV 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 common3.4%FPX and IVV

FPX

IVV

First Trust US Equity Opportunities ETF · $1.3BiShares Core S&P 500 ETF · $850B

+27.7%3 years · per year$20,843 · $18,084+21.8%

+4.6%5 years · per year$12,520 · $17,177+11.4%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.20%12-mo yield$20 · $114 on $10k1.14%

−23.6%Worst dropSmaller wins−8.9%

27.1%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPX · IVV

9.7%LLY1.7%

2.0%GS0.4%

6.9%GEV0.3%

3.7%SNDK0.2%

Held in common3.4%

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	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%	$850.0B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B

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%	$850.0B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B

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

FPX vs IVV

FPX

First Trust US Equity Opportunities

$12,520

IVV

iShares Core S&P 500

$17,177

MeasureFPXIVV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.20%1.14%

5 years, per year+4.6%+11.4%

3 years, per year+27.7%+21.8%

Worst drop · 1Y−23.6%−8.9%

Volatility · 1Y27.1%13.6%

5–1measures won
IVV first

3.4%

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: FPX, IVV, VOO

Today

92.2%most shared, IVV and VOO

FPXIVVVOO

FPX—3.4%3.5%

IVV3.4%—92.2%

VOO3.5%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

FPX$20 − $57 = −$37

KeptFee

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