FTLS vs IVV

AFTLS

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FTLS $16,047

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−3.8%FTLS · worst fall in 1Y

Held in common48.5%FTLS and IVV

FTLS

IVV

First Trust Long/Short Equity ETF · $2.6BiShares Core S&P 500 ETF · $872B

+14.6%3 years · per year$15,037 · $19,178+24.2%

+9.9%5 years · per year$16,047 · $18,118+12.6%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $109 on $10k1.09%

−3.8%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · IVV

6.8%NVDA7.7%

6.4%AAPL7.4%

4.8%MSFT5.9%

3.0%AMZN3.8%

Held in common48.5%

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

Both

5Y2 funds

#			Trend
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%	$872.0B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

Both

5Y2 funds

#			Trend
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%	$872.0B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

FTLS vs IVV

FTLS

First Trust Long/Short Equity

$16,047

IVV

iShares Core S&P 500

$18,118

MeasureFTLSIVV

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield0.87%1.09%

5 years, per year+9.9%+12.6%

3 years, per year+14.6%+24.2%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y8.1%12.9%

4–2measures won
IVV first

48.5%

holdings shared

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FTLS, IVV

Today

48.5%most shared, FTLS and IVV

FTLSIVV

FTLS—48.5%

IVV48.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FTLS$87 − $95 = −$8

KeptFee

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