FTCS vs IVV

AFTCS

BIVV

Measures won2–4IVV 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−8.1%FTCS · worst fall in 1Y

Held in common13.9%FTCS and IVV

FTCS

IVV

First Trust Capital Strength ETF · $8.2BiShares Core S&P 500 ETF · $853B

+13.4%3 years · per year$14,567 · $18,084+21.8%

+6.5%5 years · per year$13,686 · $17,177+11.4%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.12%12-mo yield$112 · $114 on $10k1.14%

−8.1%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · IVV

1.9%AAPL7.9%

2.0%V1.1%

2.0%JNJ1.0%

2.1%WMT0.9%

Held in common13.9%

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%	$852.9B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B

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%	$852.9B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B

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

FTCS vs IVV

FTCS

First Trust Capital Strength

$13,687

IVV

iShares Core S&P 500

$17,177

MeasureFTCSIVV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.12%1.14%

5 years, per year+6.5%+11.4%

3 years, per year+13.4%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.7%13.6%

3–2measures won
IVV first

13.9%

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: FTCS, IVV, VOO

Today

92.2%most shared, IVV and VOO

FTCSIVVVOO

FTCS—13.9%12.2%

IVV13.9%—92.2%

VOO12.2%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

FTCS$112 − $53 = $59

KeptFee

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