IVV vs FAS

AIVV

BFAS

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income8.67%FAS · $867 on $10k

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

Held in common12.8%IVV and FAS

IVV

FAS

iShares Core S&P 500 ETF · $850BDirexion Daily Financial Bull 3X ETF · $2.3B

+21.8%3 years · per year$18,084 · $34,756+51.5%

+11.4%5 years · per year$17,177 · $13,483+6.2%

0.03%Expense ratio$3 · $92 on $10k · lower wins0.92%

1.14%12-mo yield$114 · $867 on $10k8.67%

−8.9%Worst dropSmaller wins−40.9%

13.6%VolatilityLower wins45.2%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FAS

1.7%BRK-B2.8%

1.4%JPM2.4%

1.1%V1.9%

0.8%MA1.4%

Held in common12.8%

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 Four

5Y4 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	AIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	AIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BFAS	Direxion Daily Financial Bull 3X ETFRead Desk	0.92%	8.67%	−1.9%	+1.7%	+13.8%	+51.5%	+6.2%	−40.9%	$2.3B

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

IVV vs FAS

IVV

iShares Core S&P 500

$17,177

FAS

Direxion Daily Financial Bull 3X

$13,483

MeasureIVVFAS

Fee0.03%0.92%

Cost on $10k a year$3$92

Yield1.14%8.67%

5 years, per year+11.4%+6.2%

3 years, per year+21.8%+51.5%

Worst drop · 1Y−8.9%−40.9%

Volatility · 1Y13.6%45.2%

4–2measures won
IVV first

12.8%

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: IVV, FAS, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVFASVOOSPY

IVV—12.8%92.2%99.9%

FAS12.8%—11.3%12.8%

VOO92.2%11.3%—92.2%

SPY99.9%12.8%92.2%—

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

Income After Fees on $10,000

$775most kept, FAS

FAS$867 − $92 = $775

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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