FWD vs IVV

AFWD

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common29.8%FWD and IVV

FWD

IVV

Alliance Bernstein - AB Disruptors ETF · $3.1BiShares Core S&P 500 ETF · $850B

+33.4%3 years · per year$23,736 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.10%12-mo yield$10 · $114 on $10k1.14%

−21.7%Worst dropSmaller wins−8.9%

30.2%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFWD · IVV

3.5%MSFT6.2%

3.4%NVDA7.3%

2.6%AVGO2.3%

2.3%AMZN3.9%

Held in common29.8%

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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

Cards for this view

FWD vs IVV

FWD

Alliance Bernstein - AB Disruptors

[…]

IVV

iShares Core S&P 500

$17,151

MeasureFWDIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.10%1.14%

5 years, per year[…]+11.4%

3 years, per year+33.4%+22.1%

Worst drop · 1Y−21.7%−8.9%

Volatility · 1Y30.2%13.6%

4–1measures won
IVV first

29.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FWD, IVV

Today

29.8%most shared, FWD and IVV

FWDIVV

FWD—29.8%

IVV29.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee