IVV vs FBCV

AIVV

BFBCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · FBCV $17,083

Lowest cost0.03%IVV · $3 on $10k

Most income2.26%FBCV · $226 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common26.7%IVV and FBCV

IVV

FBCV

iShares Core S&P 500 ETF · $853BFidelity Blue Chip Value ETF · $199M

+22.0%3 years · per year$18,159 · $17,316+20.1%

+11.9%5 years · per year$17,545 · $17,083+11.3%

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

1.11%12-mo yield$111 · $226 on $10k2.26%

−8.9%Worst dropSmaller wins−7.1%

13.8%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FBCV

6.2%MSFT6.0%

7.9%AAPL4.2%

4.0%AMZN6.6%

2.1%META1.9%

Held in common26.7%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

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

IVV vs FBCV

IVV

iShares Core S&P 500

$17,545

FBCV

Fidelity Blue Chip Value

$17,083

MeasureIVVFBCV

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.11%2.26%

5 years, per year+11.9%+11.3%

3 years, per year+22.0%+20.1%

Worst drop · 1Y−8.9%−7.1%

Volatility · 1Y13.8%11.1%

3–3measures won
level

26.7%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, FBCV, VTI

Today

86.0%most shared, IVV and VTI

IVVFBCVVTI

IVV—26.7%86.0%

FBCV26.7%—23.9%

VTI86.0%23.9%—

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

Income After Fees on $10,000

$169most kept, FBCV

FBCV$226 − $57 = $169

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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