FTDS vs IVV

AFTDS

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.62%FTDS · $162 on $10k

Smallest drop−7.3%FTDS · worst fall in 1Y

Held in common3.2%FTDS and IVV

FTDS

IVV

First Trust Dividend Strength ETF · $41MiShares Core S&P 500 ETF · $853B

+19.5%3 years · per year$17,071 · $18,084+21.8%

+7.7%5 years · per year$14,480 · $17,177+11.4%

0.81%Expense ratio$81 · $3 on $10k · lower wins0.03%

1.62%12-mo yield$162 · $114 on $10k1.14%

−7.3%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTDS · IVV

2.0%UNP0.3%

1.8%QCOM0.3%

1.8%COP0.3%

2.2%MRSH0.2%

Held in common3.2%

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	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$41M

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	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$41M

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

FTDS vs IVV

FTDS

First Trust Dividend Strength

$14,480

IVV

iShares Core S&P 500

$17,177

MeasureFTDSIVV

Fee0.81%0.03%

Cost on $10k a year$81$3

Yield1.62%1.14%

5 years, per year+7.7%+11.4%

3 years, per year+19.5%+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y12.4%13.6%

3–3measures won
level

3.2%

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: FTDS, IVV, VOO

Today

92.2%most shared, IVV and VOO

FTDSIVVVOO

FTDS—3.2%2.9%

IVV3.2%—92.2%

VOO2.9%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

FTDS$162 − $81 = $81

KeptFee

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