FSIG vs IVV

AFSIG

BIVV

Measures won3–2FSIG wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income4.88%FSIG · $488 on $10k

Smallest drop−2.0%FSIG · worst fall in 1Y

Held in common[…]FSIG and IVV

FSIG

IVV

First Trust Limited Duration Investment Grade Corporate ETF · $1.5BiShares Core S&P 500 ETF · $887B

+5.4%3 years · per year$11,725 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

4.88%12-mo yield$488 · $109 on $10k1.09%

−2.0%Worst dropSmaller wins−8.9%

2.5%VolatilityLower wins12.9%

3–2FSIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSIG · IVV

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

Held in common[…]

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	+0.3%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	+0.3%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSIG vs IVV

FSIG

First Trust Limited Duration Investment Grade Corporate

[…]

IVV

iShares Core S&P 500

$18,118

MeasureFSIGIVV

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield4.88%1.09%

5 years, per year[…]+12.6%

3 years, per year+5.4%+24.2%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y2.5%12.9%

3–2measures won
FSIG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSIG, IVV, VOO

Today

94.5%most shared, IVV and VOO

FSIGIVVVOO

FSIG—[…][…]

IVV[…]—94.5%

VOO[…]94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$444most kept, FSIG

FSIG$488 − $44 = $444

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee