FTXG vs IVV

AFTXG

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.36%FTXG · $236 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.5%FTXG and IVV

FTXG

IVV

First Trust Nasdaq Food & Beverage ETF · $35MiShares Core S&P 500 ETF · $853B

+3.5%3 years · per year$11,090 · $18,084+21.8%

+1.0%5 years · per year$10,507 · $17,177+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

2.36%12-mo yield$236 · $114 on $10k1.14%

−11.0%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTXG · IVV

8.7%KO0.6%

8.2%PEP0.3%

8.7%MDLZ0.1%

4.2%MNST0.1%

Held in common1.5%

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	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk	0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$35M

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	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk	0.60%	2.36%	−1.4%	+12.5%	+14.6%	+3.5%	+1.0%	−11.0%	$35M

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

FTXG vs IVV

FTXG

First Trust Nasdaq Food & Beverage

$10,508

IVV

iShares Core S&P 500

$17,177

MeasureFTXGIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield2.36%1.14%

5 years, per year+1.0%+11.4%

3 years, per year+3.5%+21.8%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y15.8%13.6%

5–1measures won
IVV first

1.5%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FTXG, IVV, VOO

Today

92.2%most shared, IVV and VOO

FTXGIVVVOO

FTXG—1.5%1.4%

IVV1.5%—92.2%

VOO1.4%92.2%—

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

Income After Fees on $10,000

$176most kept, FTXG

FTXG$236 − $60 = $176

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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