FVD vs IVV

AFVD

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.20%FVD · $220 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common19.8%FVD and IVV

FVD

IVV

First Trust Value Line Dividend Index Fund · $8.3BiShares Core S&P 500 ETF · $850B

+13.9%3 years · per year$14,781 · $18,084+21.8%

+6.8%5 years · per year$13,865 · $17,177+11.4%

0.62%Expense ratio$62 · $3 on $10k · lower wins0.03%

2.20%12-mo yield$220 · $114 on $10k1.14%

−7.6%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · IVV

0.4%HD0.6%

0.4%MRK0.6%

0.4%PG0.6%

0.4%KO0.6%

Held in common19.8%

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%	$850.0B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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%	$850.0B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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

FVD vs IVV

FVD

First Trust Value Line Dividend Index Fund

$13,865

IVV

iShares Core S&P 500

$17,177

MeasureFVDIVV

Fee0.62%0.03%

Cost on $10k a year$62$3

Yield2.20%1.14%

5 years, per year+6.8%+11.4%

3 years, per year+13.9%+21.8%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.8%13.6%

3–3measures won
level

19.8%

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: FVD, IVV, VOO

Today

92.2%most shared, IVV and VOO

FVDIVVVOO

FVD—19.8%17.9%

IVV19.8%—92.2%

VOO17.9%92.2%—

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

Income After Fees on $10,000

$158most kept, FVD

FVD$220 − $62 = $158

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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