FRTY vs IVV

AFRTY

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

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 common1.0%FRTY and IVV

FRTY

IVV

Alger Mid Cap 40 ETF · $128MiShares Core S&P 500 ETF · $850B

+20.4%3 years · per year$17,457 · $18,221+22.1%

−2.4%5 years · per year$8,847 · $17,151+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

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

−19.0%Worst dropSmaller wins−8.9%

28.7%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · IVV

4.6%SNPS0.1%

2.0%HOOD0.1%

1.7%DDOG0.1%

3.1%MPWR0.1%

Held in common1.0%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$128M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$128M

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

Cards for this view

FRTY vs IVV

FRTY

Alger Mid Cap 40

$8,847

IVV

iShares Core S&P 500

$17,152

MeasureFRTYIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.20%1.14%

5 years, per year−2.4%+11.4%

3 years, per year+20.4%+22.1%

Worst drop · 1Y−19.0%−8.9%

Volatility · 1Y28.7%13.6%

6–0measures won
IVV first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FRTY, IVV, VOO

Today

93.5%most shared, IVV and VOO

FRTYIVVVOO

FRTY—1.0%1.0%

IVV1.0%—93.5%

VOO1.0%93.5%—

End-of-day Nov 5, 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

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee