FVD vs SPY

AFVD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.18%FVD · $218 on $10k

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

Held in common19.6%FVD and SPY

FVD

SPY

First Trust Value Line Dividend Index Fund · $8.1BState Street SPDR S&P 500 ETF · $778B

+13.7%3 years · per year$14,693 · $18,118+21.9%

+6.9%5 years · per year$13,969 · $17,493+11.8%

0.62%Expense ratio$62 · $9 on $10k · lower wins0.09%

2.18%12-mo yield$218 · $101 on $10k1.01%

−7.6%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · SPY

0.4%HD0.5%

0.4%MRK0.6%

0.4%JNJ1.0%

0.4%PG0.6%

Held in common19.6%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	+1.2%	+13.9%	+17.1%	+13.7%	+6.9%	−7.6%	$8.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	+1.2%	+13.9%	+17.1%	+13.7%	+6.9%	−7.6%	$8.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FVD vs SPY

FVD

First Trust Value Line Dividend Index Fund

$13,969

SPY

SPDR S&P 500

$17,493

MeasureFVDSPY

Fee0.62%0.09%

Cost on $10k a year$62$9

Yield2.18%1.01%

5 years, per year+6.9%+11.8%

3 years, per year+13.7%+21.9%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.9%13.7%

3–3measures won
level

19.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FVD, SPY, IVV

Today

99.9%most shared, SPY and IVV

FVDSPYIVV

FVD—19.6%19.6%

SPY19.6%—99.9%

IVV19.6%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, FVD

FVD$218 − $62 = $156

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee