FTHI vs IVV

AFTHI

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income9.35%FTHI · $935 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common49.8%FTHI and IVV

FTHI

IVV

First Trust BuyWrite Income ETF · $2.6BiShares Core S&P 500 ETF · $853B

+13.6%3 years · per year$14,669 · $18,084+21.8%

+9.6%5 years · per year$15,807 · $17,177+11.4%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

9.35%12-mo yield$935 · $114 on $10k1.14%

−5.5%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTHI · IVV

8.4%AAPL7.9%

6.0%NVDA6.9%

3.4%MSFT6.3%

2.8%AMZN4.0%

Held in common49.8%

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	AFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B

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	AFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B

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

FTHI vs IVV

FTHI

First Trust BuyWrite Income

$15,807

IVV

iShares Core S&P 500

$17,177

MeasureFTHIIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield9.35%1.14%

5 years, per year+9.6%+11.4%

3 years, per year+13.6%+21.8%

Worst drop · 1Y−5.5%−8.9%

Volatility · 1Y10.2%13.6%

3–3measures won
level

49.8%

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: FTHI, IVV, VOO

Today

92.2%most shared, IVV and VOO

FTHIIVVVOO

FTHI—49.8%48.4%

IVV49.8%—92.2%

VOO48.4%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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